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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 | $83,048 | $98,776-15.9% | $149,745-44.5% | $79,856+4.0% |
| Participation rate | 34.4% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 13.51% | 27.38%-13.9pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $180 | $3,217-94.4% | $4,646-96.1% | $2,471-92.7% |
| Participant deferral / active EE | $2,512 | $5,681-55.8% | $6,843-63.3% | $3,741-32.8% |
| Admin fee / account holder | $2,789 | $6,053-53.9% | $9,312-70.0% | $5,306-47.4% |