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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 | $89,284 | $83,898+6.4% | $133,346-33.0% | $94,015-5.0% |
| Participation rate | 38.2% | 63.4%-25.1pp | 72.8%-34.6pp | 70.8%-32.6pp |
| Annual return | 14.14% | 16.00%-1.9pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $216 | $1,821-88.2% | $2,853-92.4% | $2,790-92.3% |
| Participant deferral / active EE | $2,349 | $3,245-27.6% | $4,332-45.8% | $4,249-44.7% |
| Admin fee / account holder | $8,398 | $7,809+7.6% | $14,264-41.1% | $8,951-6.2% |