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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 | $88,990 | $85,060+4.6% | $70,565+26.1% | $139,487-36.2% |
| Participation rate | 47.6% | 73.9%-26.3pp | 68.4%-20.7pp | 80.3%-32.7pp |
| Annual return | 16.15% | 30.39%-14.2pp | 32.79%-16.6pp | 373.84%-357.7pp |
| Employer contribution / active EE | $452 | $3,912-88.4% | $2,976-84.8% | $4,755-90.5% |
| Participant deferral / active EE | $2,105 | $5,891-64.3% | $4,568-53.9% | $6,713-68.6% |
| Admin fee / account holder | $371 | $8,932-95.8% | $6,430-94.2% | $11,407-96.7% |