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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 | $80,594 | $93,345-13.7% | $119,126-32.3% | $87,485-7.9% |
| Participation rate | 37.5% | 68.7%-31.2pp | 75.8%-38.3pp | 68.9%-31.4pp |
| Annual return | 17.74% | 19.08%-1.3pp | 282.11%-264.4pp | 26.06%-8.3pp |
| Employer contribution / active EE | $815 | $3,172-74.3% | $4,034-79.8% | $2,596-68.6% |
| Participant deferral / active EE | $4,508 | $4,099+10.0% | $5,318-15.2% | $4,274+5.5% |
| Admin fee / account holder | $19,516 | $8,039+142.8% | $10,693+82.5% | $7,775+151.0% |