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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 | $82,584 | $81,504+1.3% | $102,437-19.4% | $80,959+2.0% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 20.05% | 25.60%-5.5pp | 24.95%-4.9pp | 35.67%-15.6pp |
| Employer contribution / active EE | $531 | $3,104-82.9% | $3,871-86.3% | $2,757-80.7% |
| Participant deferral / active EE | $5,313 | $3,871+37.3% | $5,060+5.0% | $4,300+23.5% |
| Admin fee / account holder | $55,117 | $6,719+720.3% | $8,388+557.1% | $6,925+695.9% |