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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 | $81,886 | $125,797-34.9% | $170,043-51.8% | $75,173+8.9% |
| Participation rate | 44.8% | 83.6%-38.8pp | 87.0%-42.2pp | 67.2%-22.4pp |
| Annual return | 19.00% | 27.20%-8.2pp | 53.40%-34.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,056 | $4,616-77.1% | $6,790-84.4% | $2,671-60.5% |
| Participant deferral / active EE | $3,373 | $6,838-50.7% | $10,410-67.6% | $4,126-18.3% |
| Admin fee / account holder | $2,210 | $8,177-73.0% | $12,824-82.8% | $5,651-60.9% |