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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 | $80,186 | $65,027+23.3% | $90,970-11.9% | $79,852+0.4% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.0%-23.7pp | 69.6%-24.4pp |
| Annual return | 10.74% | 30.45%-19.7pp | 134.58%-123.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $132 | $1,247-89.4% | $2,122-93.8% | $2,471-94.7% |
| Participant deferral / active EE | $1,197 | $2,512-52.3% | $3,373-64.5% | $3,740-68.0% |
| Admin fee / account holder | $7,434 | $4,535+63.9% | $5,960+24.7% | $5,306+40.1% |