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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 | $88,859 | $73,978+20.1% | $96,515-7.9% | $75,173+18.2% |
| Participation rate | 57.5% | 66.4%-8.9pp | 74.3%-16.8pp | 67.2%-9.7pp |
| Annual return | 15.72% | 26.72%-11.0pp | 35.73%-20.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $517 | $2,931-82.4% | $3,740-86.2% | $2,671-80.6% |
| Participant deferral / active EE | $2,065 | $3,660-43.6% | $4,880-57.7% | $4,126-50.0% |
| Admin fee / account holder | $8,644 | $5,219+65.6% | $6,735+28.3% | $5,651+53.0% |