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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 | $84,156 | $81,208+3.6% | $98,920-14.9% | $79,856+5.4% |
| Participation rate | 41.4% | 72.5%-31.1pp | 76.0%-34.7pp | 69.6%-28.3pp |
| Annual return | 20.89% | 60.99%-40.1pp | 196.47%-175.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $176 | $1,960-91.0% | $2,689-93.5% | $2,471-92.9% |
| Participant deferral / active EE | $1,526 | $3,265-53.3% | $4,245-64.0% | $3,741-59.2% |
| Admin fee / account holder | $956 | $6,013-84.1% | $6,643-85.6% | $5,306-82.0% |