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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 | $79,004 | $78,670+0.4% | $109,173-27.6% | $85,847-8.0% |
| Participation rate | 57.7% | 68.3%-10.6pp | 75.9%-18.2pp | 69.3%-11.6pp |
| Annual return | 21.60% | 25.09%-3.5pp | 25.75%-4.2pp | 318.61%-297.0pp |
| Employer contribution / active EE | $542 | $2,734-80.2% | $3,723-85.5% | $2,565-78.9% |
| Participant deferral / active EE | $2,166 | $3,467-37.5% | $4,654-53.5% | $3,952-45.2% |
| Admin fee / account holder | $864 | $5,469-84.2% | $6,755-87.2% | $6,261-86.2% |