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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 | $78,190 | $102,828-24.0% | $105,387-25.8% | $152,885-48.9% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.6%-24.2pp | 82.5%-24.1pp |
| Annual return | 22.62% | 20.85%+1.8pp | 26.82%-4.2pp | 345.39%-322.8pp |
| Employer contribution / active EE | $823 | $4,473-81.6% | $4,213-80.5% | $4,763-82.7% |
| Participant deferral / active EE | $2,766 | $5,465-49.4% | $5,502-49.7% | $5,851-52.7% |
| Admin fee / account holder | $5,180 | $8,683-40.3% | $6,559-21.0% | $11,598-55.3% |