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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 | $84,829 | $78,672+7.8% | $109,163-22.3% | $85,856-1.2% |
| Participation rate | 59.6% | 68.3%-8.7pp | 75.9%-16.3pp | 69.3%-9.7pp |
| Annual return | 12.17% | 25.09%-12.9pp | 25.75%-13.6pp | 318.58%-306.4pp |
| Employer contribution / active EE | $370 | $2,734-86.5% | $3,723-90.1% | $2,565-85.6% |
| Participant deferral / active EE | $2,798 | $3,467-19.3% | $4,654-39.9% | $3,952-29.2% |
| Admin fee / account holder | $16,011 | $5,470+192.7% | $6,754+137.1% | $6,261+155.8% |