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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 | $81,619 | $56,054+45.6% | $171,082-52.3% | $62,881+29.8% |
| Participation rate | 57.1% | 62.9%-5.7pp | 76.7%-19.6pp | 69.3%-12.2pp |
| Annual return | 8.16% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $210 | $1,731-87.9% | $4,002-94.7% | $2,281-90.8% |
| Participant deferral / active EE | $4,455 | $3,158+41.1% | $4,797-7.1% | $3,203+39.1% |
| Admin fee / account holder | $12,138 | $3,647+232.9% | $8,520+42.5% | $4,296+182.6% |