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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 | $93,131 | $78,690+18.4% | $161,489-42.3% | $87,485+6.5% |
| Participation rate | 49.0% | 67.5%-18.5pp | 78.7%-29.7pp | 68.9%-20.0pp |
| Annual return | 16.06% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $181 | $2,588-93.0% | $4,268-95.7% | $2,596-93.0% |
| Participant deferral / active EE | $2,084 | $3,311-37.1% | $5,630-63.0% | $4,274-51.2% |
| Admin fee / account holder | $4,624 | $6,724-31.2% | $16,006-71.1% | $7,775-40.5% |