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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 | $92,499 | $94,436-2.1% | $115,599-20.0% | $82,637+11.9% |
| Participation rate | 42.2% | 70.4%-28.2pp | 74.3%-32.1pp | 68.1%-25.8pp |
| Annual return | 13.96% | 18.37%-4.4pp | 111.10%-97.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $431 | $2,324-81.4% | $2,955-85.4% | $2,552-83.1% |
| Participant deferral / active EE | $1,779 | $3,955-55.0% | $4,889-63.6% | $4,126-56.9% |
| Admin fee / account holder | $981 | $10,328-90.5% | $12,841-92.4% | $7,339-86.6% |