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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 | $74,439 | $95,453-22.0% | $112,040-33.6% | $82,448-9.7% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.5%-8.2pp | 68.1%+0.2pp |
| Annual return | 12.69% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $550 | $2,318-76.3% | $2,954-81.4% | $2,551-78.4% |
| Participant deferral / active EE | $3,668 | $4,224-13.2% | $5,098-28.1% | $4,139-11.4% |
| Admin fee / account holder | $4,062 | $9,013-54.9% | $12,098-66.4% | $7,234-43.9% |