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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 | $79,887 | $91,760-12.9% | $156,181-48.8% | $67,986+17.5% |
| Participation rate | 52.1% | 65.0%-12.9pp | 78.8%-26.8pp | 57.2%-5.1pp |
| Annual return | 32.42% | 18.14%+14.3pp | 64.87%-32.5pp | 31.67%+0.8pp |
| Employer contribution / active EE | $296 | $2,419-87.8% | $4,294-93.1% | $2,019-85.4% |
| Participant deferral / active EE | $2,536 | $3,960-36.0% | $6,132-58.6% | $3,358-24.5% |
| Admin fee / account holder | $3,075 | $3,949-22.1% | $14,586-78.9% | $3,203-4.0% |