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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 | $77,131 | $87,166-11.5% | $76,735+0.5% | $137,256-43.8% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 21.67% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $364 | $2,904-87.5% | $2,454-85.2% | $4,156-91.2% |
| Participant deferral / active EE | $4,700 | $4,726-0.6% | $4,088+15.0% | $6,407-26.6% |
| Admin fee / account holder | $698 | $8,403-91.7% | $7,189-90.3% | $12,270-94.3% |