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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 | $88,131 | $108,825-19.0% | $156,181-43.6% | $82,448+6.9% |
| Participation rate | 48.8% | 72.4%-23.5pp | 78.8%-30.0pp | 68.1%-19.2pp |
| Annual return | 12.60% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $330 | $2,870-88.5% | $4,294-92.3% | $2,551-87.1% |
| Participant deferral / active EE | $3,094 | $4,577-32.4% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $9,529 | $9,341+2.0% | $14,586-34.7% | $7,234+31.7% |