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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 | $90,538 | $81,457+11.1% | $103,378-12.4% | $80,911+11.9% |
| Participation rate | 26.6% | 66.8%-40.3pp | 74.5%-47.9pp | 67.6%-41.1pp |
| Annual return | 12.87% | 25.58%-12.7pp | 24.91%-12.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $742 | $3,107-76.1% | $3,870-80.8% | $2,756-73.1% |
| Participant deferral / active EE | $1,769 | $3,871-54.3% | $5,058-65.0% | $4,297-58.8% |
| Admin fee / account holder | $5,335 | $6,717-20.6% | $8,401-36.5% | $6,935-23.1% |