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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 | $96,547 | $145,431-33.6% | $211,142-54.3% | $87,485+10.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.3%-24.8pp | 68.9%-6.4pp |
| Annual return | 14.37% | 27.21%-12.8pp | 46.84%-32.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,517 | $4,662-67.5% | $6,442-76.5% | $2,596-41.6% |
| Participant deferral / active EE | $3,797 | $6,859-44.6% | $9,284-59.1% | $4,274-11.2% |
| Admin fee / account holder | $6,618 | $17,052-61.2% | $19,076-65.3% | $7,775-14.9% |