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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 | $87,084 | $85,515+1.8% | $112,040-22.3% | $67,986+28.1% |
| Participation rate | 48.9% | 68.2%-19.3pp | 76.5%-27.6pp | 57.2%-8.3pp |
| Annual return | 14.78% | 29.68%-14.9pp | 24.52%-9.7pp | 31.67%-16.9pp |
| Employer contribution / active EE | $334 | $2,191-84.8% | $2,954-88.7% | $2,019-83.5% |
| Participant deferral / active EE | $2,226 | $4,014-44.5% | $5,098-56.3% | $3,358-33.7% |
| Admin fee / account holder | $2,127 | $3,774-43.6% | $12,098-82.4% | $3,203-33.6% |