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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 | $119,656 | $211,946-43.5% | $169,452-29.4% | $135,382-11.6% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | 8.87% | 3.26%+5.6pp | 1.83%+7.0pp | 519.77%-510.9pp |
| Employer contribution / active EE | $192 | $5,117-96.3% | $4,157-95.4% | $4,779-96.0% |
| Participant deferral / active EE | $2,061 | $6,075-66.1% | $5,277-60.9% | $5,609-63.2% |
| Admin fee / account holder | $2,428 | $11,472-78.8% | $9,110-73.3% | $10,829-77.6% |