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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 | $79,566 | $55,706+42.8% | $75,888+4.8% | $72,986+9.0% |
| Participation rate | 31.3% | 61.1%-29.9pp | 69.3%-38.0pp | 69.5%-38.2pp |
| Annual return | 20.41% | 27.59%-7.2pp | 30.76%-10.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $134 | $1,687-92.1% | $2,501-94.6% | $2,440-94.5% |
| Participant deferral / active EE | $1,521 | $2,634-42.3% | $3,603-57.8% | $3,607-57.8% |
| Admin fee / account holder | $3,535 | $3,978-11.1% | $5,419-34.8% | $5,124-31.0% |