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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 | $87,938 | $68,852+27.7% | $120,524-27.0% | $80,925+8.7% |
| Participation rate | 48.7% | 61.6%-12.9pp | 71.9%-23.2pp | 67.7%-18.9pp |
| Annual return | 14.01% | 23.67%-9.7pp | 107.36%-93.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $115 | $2,063-94.4% | $3,469-96.7% | $2,756-95.8% |
| Participant deferral / active EE | $2,695 | $3,187-15.4% | $4,994-46.0% | $4,299-37.3% |
| Admin fee / account holder | $3,097 | $5,781-46.4% | $9,440-67.2% | $6,940-55.4% |