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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 | $86,663 | $87,106-0.5% | $105,607-17.9% | $80,935+7.1% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.7%-46.4pp |
| Annual return | 19.69% | 17.01%+2.7pp | 116.11%-96.4pp | 35.66%-16.0pp |
| Employer contribution / active EE | $559 | $2,396-76.7% | $3,167-82.3% | $2,757-79.7% |
| Participant deferral / active EE | $2,287 | $3,986-42.6% | $5,011-54.4% | $4,299-46.8% |
| Admin fee / account holder | $4,285 | $8,447-49.3% | $10,958-60.9% | $6,924-38.1% |