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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 | $84,073 | $89,259-5.8% | $107,187-21.6% | $82,637+1.7% |
| Participation rate | 42.3% | 67.9%-25.7pp | 75.0%-32.8pp | 68.1%-25.8pp |
| Annual return | 15.65% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $392 | $3,080-87.3% | $3,782-89.6% | $2,552-84.6% |
| Participant deferral / active EE | $2,659 | $4,037-34.2% | $5,096-47.8% | $4,126-35.6% |
| Admin fee / account holder | $1,176 | $7,381-84.1% | $9,162-87.2% | $7,339-84.0% |