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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 | $84,417 | $85,515-1.3% | $112,040-24.7% | $67,986+24.2% |
| Participation rate | 45.1% | 68.2%-23.1pp | 76.5%-31.4pp | 57.2%-12.1pp |
| Annual return | 13.14% | 29.68%-16.5pp | 24.52%-11.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $403 | $2,191-81.6% | $2,954-86.3% | $2,019-80.0% |
| Participant deferral / active EE | $2,052 | $4,014-48.9% | $5,098-59.7% | $3,358-38.9% |
| Admin fee / account holder | $15,726 | $3,774+316.7% | $12,098+30.0% | $3,203+390.9% |