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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 | $84,289 | $78,682+7.1% | $109,188-22.8% | $85,851-1.8% |
| Participation rate | 41.2% | 68.3%-27.1pp | 75.9%-34.7pp | 69.3%-28.1pp |
| Annual return | 16.88% | 25.09%-8.2pp | 25.76%-8.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $534 | $2,734-80.5% | $3,723-85.7% | $2,565-79.2% |
| Participant deferral / active EE | $1,832 | $3,468-47.2% | $4,654-60.6% | $3,952-53.6% |
| Admin fee / account holder | $367 | $5,470-93.3% | $6,755-94.6% | $6,261-94.1% |