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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 | $75,835 | $85,024-10.8% | $70,544+7.5% | $139,466-45.6% |
| Participation rate | 38.1% | 73.9%-35.8pp | 68.4%-30.3pp | 80.3%-42.2pp |
| Annual return | 16.50% | 30.39%-13.9pp | 32.79%-16.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $392 | $3,912-90.0% | $2,976-86.8% | $4,754-91.8% |
| Participant deferral / active EE | $1,366 | $5,891-76.8% | $4,568-70.1% | $6,712-79.7% |
| Admin fee / account holder | $320 | $8,928-96.4% | $6,427-95.0% | $11,409-97.2% |