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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 | $84,688 | $80,983+4.6% | $96,544-12.3% | $75,177+12.7% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 24.58% | 27.05%-2.5pp | 25.88%-1.3pp | 160.75%-136.2pp |
| Employer contribution / active EE | $557 | $2,282-75.6% | $2,966-81.2% | $2,671-79.2% |
| Participant deferral / active EE | $2,598 | $3,929-33.9% | $4,851-46.5% | $4,126-37.1% |
| Admin fee / account holder | $777 | $6,717-88.4% | $8,254-90.6% | $5,651-86.3% |