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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 | $101,633 | $115,931-12.3% | $185,441-45.2% | $86,983+16.8% |
| Participation rate | 65.5% | 73.6%-8.1pp | 80.3%-14.7pp | 69.5%-4.0pp |
| Annual return | 11.83% | 21.47%-9.6pp | 20.16%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $575 | $2,937-80.4% | $4,672-87.7% | $2,584-77.7% |
| Participant deferral / active EE | $3,375 | $4,551-25.8% | $6,152-45.1% | $4,194-19.5% |
| Admin fee / account holder | $776 | $10,687-92.7% | $17,890-95.7% | $7,856-90.1% |