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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 | $80,030 | $78,707+1.7% | $117,861-32.1% | $70,126+14.1% |
| Participation rate | 59.1% | 73.2%-14.1pp | 79.7%-20.6pp | 69.5%-10.4pp |
| Annual return | 16.19% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $407 | $2,223-81.7% | $3,786-89.3% | $2,343-82.6% |
| Participant deferral / active EE | $1,918 | $3,297-41.8% | $4,482-57.2% | $3,332-42.4% |
| Admin fee / account holder | $678 | $5,066-86.6% | $8,021-91.5% | $4,645-85.4% |