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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,797 | $94,436-6.0% | $115,599-23.2% | $82,637+7.5% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.3%-9.3pp | 68.1%-3.1pp |
| Annual return | 17.63% | 18.37%-0.7pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $351 | $2,324-84.9% | $2,955-88.1% | $2,552-86.2% |
| Participant deferral / active EE | $2,209 | $3,955-44.1% | $4,889-54.8% | $4,126-46.5% |
| Admin fee / account holder | $3,526 | $10,328-65.9% | $12,841-72.5% | $7,339-52.0% |