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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 | $79,753 | $145,431-45.2% | $211,142-62.2% | $87,485-8.8% |
| Participation rate | 57.9% | 84.7%-26.9pp | 87.3%-29.4pp | 68.9%-11.0pp |
| Annual return | 15.72% | 27.21%-11.5pp | 46.84%-31.1pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,414 | $4,662-69.7% | $6,442-78.1% | $2,596-45.5% |
| Participant deferral / active EE | $7,475 | $6,859+9.0% | $9,284-19.5% | $4,274+74.9% |
| Admin fee / account holder | $3,895 | $17,052-77.2% | $19,076-79.6% | $7,775-49.9% |