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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 | $91,038 | $90,400+0.7% | $186,193-51.1% | $87,485+4.1% |
| Participation rate | 24.0% | 66.2%-42.2pp | 77.1%-53.2pp | 68.9%-45.0pp |
| Annual return | 14.95% | 22.15%-7.2pp | 78.03%-63.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $110 | $2,170-94.9% | $3,918-97.2% | $2,596-95.8% |
| Participant deferral / active EE | $1,776 | $4,330-59.0% | $6,513-72.7% | $4,274-58.4% |
| Admin fee / account holder | $4,838 | $8,673-44.2% | $11,058-56.2% | $7,775-37.8% |