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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 | $87,645 | $87,834-0.2% | $133,975-34.6% | $62,881+39.4% |
| Participation rate | 35.3% | 83.4%-48.1pp | 87.1%-51.8pp | 69.3%-34.0pp |
| Annual return | 8.64% | 12.05%-3.4pp | 29.29%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $891 | $3,482-74.4% | $5,211-82.9% | $2,281-60.9% |
| Participant deferral / active EE | $2,525 | $4,812-47.5% | $6,282-59.8% | $3,203-21.2% |
| Admin fee / account holder | $551 | $5,372-89.7% | $9,324-94.1% | $4,296-87.2% |