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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 | $75,769 | $54,541+38.9% | $78,778-3.8% | $70,126+8.0% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 20.80% | 21.07%-0.3pp | 35.62%-14.8pp | 73.15%-52.3pp |
| Employer contribution / active EE | $64 | $1,089-94.2% | $1,986-96.8% | $2,343-97.3% |
| Participant deferral / active EE | $1,734 | $2,210-21.6% | $2,958-41.4% | $3,332-48.0% |
| Admin fee / account holder | $1,550 | $3,709-58.2% | $5,134-69.8% | $4,645-66.6% |