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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 | $106,864-25.9% | $147,318-46.3% | $82,637-4.2% |
| Participation rate | 43.9% | 75.5%-31.6pp | 82.1%-38.1pp | 68.1%-24.1pp |
| Annual return | 32.53% | 27.49%+5.0pp | 70.43%-37.9pp | 53.51%-21.0pp |
| Employer contribution / active EE | $401 | $3,417-88.3% | $4,593-91.3% | $2,552-84.3% |
| Participant deferral / active EE | $5,720 | $6,496-11.9% | $7,906-27.7% | $4,126+38.6% |
| Admin fee / account holder | $701 | $8,415-91.7% | $13,708-94.9% | $7,339-90.4% |