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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 | $83,854 | $72,114+16.3% | $108,745-22.9% | $62,881+33.4% |
| Participation rate | 67.3% | 74.6%-7.3pp | 77.7%-10.3pp | 69.3%-2.0pp |
| Annual return | 8.43% | 13.41%-5.0pp | 46.22%-37.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $268 | $2,694-90.0% | $3,323-91.9% | $2,281-88.2% |
| Participant deferral / active EE | $2,330 | $4,044-42.4% | $5,121-54.5% | $3,203-27.3% |
| Admin fee / account holder | $20,184 | $4,608+338.0% | $6,144+228.5% | $4,296+369.9% |