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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 | $77,912 | $80,983-3.8% | $96,544-19.3% | $75,177+3.6% |
| Participation rate | 33.3% | 71.8%-38.5pp | 76.0%-42.7pp | 67.2%-33.9pp |
| Annual return | 15.41% | 27.05%-11.6pp | 25.88%-10.5pp | 160.75%-145.3pp |
| Employer contribution / active EE | $355 | $2,282-84.5% | $2,966-88.0% | $2,671-86.7% |
| Participant deferral / active EE | $1,831 | $3,929-53.4% | $4,851-62.3% | $4,126-55.6% |
| Admin fee / account holder | $943 | $6,717-86.0% | $8,254-88.6% | $5,651-83.3% |