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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 | $114,712-23.2% | $173,730-49.3% | $87,485+0.7% |
| Participation rate | 48.8% | 73.0%-24.2pp | 79.6%-30.7pp | 68.9%-20.1pp |
| Annual return | 12.60% | 20.18%-7.6pp | 19.96%-7.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $330 | $2,904-88.6% | $4,577-92.8% | $2,596-87.3% |
| Participant deferral / active EE | $3,094 | $4,642-33.3% | $6,326-51.1% | $4,274-27.6% |
| Admin fee / account holder | $9,529 | $10,210-6.7% | $17,523-45.6% | $7,775+22.6% |