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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 | $79,176 | $106,749-25.8% | $145,433-45.6% | $82,448-4.0% |
| Participation rate | 43.9% | 75.6%-31.7pp | 82.1%-38.2pp | 68.1%-24.1pp |
| Annual return | 32.53% | 27.59%+4.9pp | 66.58%-34.0pp | 41.64%-9.1pp |
| Employer contribution / active EE | $401 | $3,444-88.4% | $4,554-91.2% | $2,551-84.3% |
| Participant deferral / active EE | $5,720 | $6,519-12.3% | $7,897-27.6% | $4,139+38.2% |
| Admin fee / account holder | $701 | $8,390-91.6% | $13,129-94.7% | $7,234-90.3% |