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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 | $97,805 | $138,386-29.3% | $184,260-46.9% | $80,935+20.8% |
| Participation rate | 67.5% | 83.9%-16.4pp | 86.8%-19.4pp | 67.7%-0.2pp |
| Annual return | 15.68% | 20.02%-4.3pp | 28.84%-13.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,316 | $4,851-72.9% | $6,427-79.5% | $2,757-52.3% |
| Participant deferral / active EE | $4,578 | $7,076-35.3% | $9,133-49.9% | $4,299+6.5% |
| Admin fee / account holder | $4,004 | $10,489-61.8% | $13,898-71.2% | $6,924-42.2% |