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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 | $91,185 | $86,949+4.9% | $102,460-11.0% | $80,959+12.6% |
| Participation rate | 56.3% | 72.4%-16.0pp | 76.5%-20.2pp | 67.7%-11.3pp |
| Annual return | 14.43% | 18.89%-4.5pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $619 | $2,370-73.9% | $3,025-79.5% | $2,757-77.5% |
| Participant deferral / active EE | $6,414 | $4,121+55.6% | $5,056+26.9% | $4,300+49.2% |
| Admin fee / account holder | $1,962 | $8,048-75.6% | $9,460-79.3% | $6,925-71.7% |