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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 | $89,805 | $81,446+10.3% | $103,374-13.1% | $80,874+11.0% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 10.93% | 25.57%-14.6pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $242 | $3,107-92.2% | $3,869-93.7% | $2,756-91.2% |
| Participant deferral / active EE | $1,699 | $3,870-56.1% | $5,058-66.4% | $4,297-60.5% |
| Admin fee / account holder | $28,352 | $6,715+322.2% | $8,394+237.8% | $6,935+308.8% |