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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 | $80,049 | $73,787+8.5% | $98,716-18.9% | $82,448-2.9% |
| Participation rate | 43.4% | 61.4%-18.0pp | 69.3%-25.9pp | 68.1%-24.6pp |
| Annual return | 13.16% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $281 | $1,511-81.4% | $2,279-87.7% | $2,551-89.0% |
| Participant deferral / active EE | $4,258 | $3,081+38.2% | $4,048+5.2% | $4,139+2.9% |
| Admin fee / account holder | $21,505 | $6,500+230.8% | $8,703+147.1% | $7,234+197.3% |