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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 | $81,120 | $67,602+20.0% | $82,312-1.4% | $70,126+15.7% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 15.12% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $229 | $1,755-87.0% | $2,428-90.6% | $2,343-90.2% |
| Participant deferral / active EE | $2,247 | $2,987-24.8% | $3,706-39.4% | $3,332-32.6% |
| Admin fee / account holder | $33,003 | $4,512+631.5% | $5,608+488.5% | $4,645+610.4% |