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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 | $86,714 | $81,208+6.8% | $98,920-12.3% | $79,852+8.6% |
| Participation rate | 59.0% | 72.5%-13.5pp | 76.0%-17.1pp | 69.6%-10.7pp |
| Annual return | 15.36% | 60.99%-45.6pp | 196.47%-181.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $200 | $1,960-89.8% | $2,689-92.6% | $2,471-91.9% |
| Participant deferral / active EE | $2,080 | $3,265-36.3% | $4,245-51.0% | $3,740-44.4% |
| Admin fee / account holder | $3,436 | $6,013-42.9% | $6,643-48.3% | $5,306-35.2% |