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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 | $89,225 | $106,524-16.2% | $152,301-41.4% | $87,485+2.0% |
| Participation rate | 34.6% | 75.8%-41.1pp | 82.4%-47.8pp | 68.9%-34.3pp |
| Annual return | 14.41% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $306 | $3,371-90.9% | $4,624-93.4% | $2,596-88.2% |
| Participant deferral / active EE | $3,076 | $6,525-52.9% | $8,004-61.6% | $4,274-28.0% |
| Admin fee / account holder | $13,889 | $8,287+67.6% | $14,398-3.5% | $7,775+78.6% |