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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 | $89,772 | $88,707+1.2% | $74,184+21.0% | $273,972-67.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 7.18% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $402 | $3,159-87.3% | $2,370-83.0% | $4,869-91.7% |
| Participant deferral / active EE | $2,258 | $4,212-46.4% | $3,550-36.4% | $5,287-57.3% |
| Admin fee / account holder | $649 | $8,717-92.6% | $5,586-88.4% | $10,133-93.6% |