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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 | $109,821 | $102,828+6.8% | $105,387+4.2% | $152,885-28.2% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.6%-36.4pp | 82.5%-36.3pp |
| Annual return | 17.93% | 20.85%-2.9pp | 26.82%-8.9pp | 345.39%-327.5pp |
| Employer contribution / active EE | $800 | $4,473-82.1% | $4,213-81.0% | $4,763-83.2% |
| Participant deferral / active EE | $3,148 | $5,465-42.4% | $5,502-42.8% | $5,851-46.2% |
| Admin fee / account holder | $470 | $8,683-94.6% | $6,559-92.8% | $11,598-95.9% |