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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 | $83,078 | $54,541+52.3% | $78,778+5.5% | $70,126+18.5% |
| Participation rate | 26.0% | 60.8%-34.8pp | 69.2%-43.2pp | 69.5%-43.5pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $163 | $1,089-85.0% | $1,986-91.8% | $2,343-93.0% |
| Participant deferral / active EE | $1,066 | $2,210-51.8% | $2,958-64.0% | $3,332-68.0% |
| Admin fee / account holder | $3,141 | $3,709-15.3% | $5,134-38.8% | $4,645-32.4% |