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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 | $77,837 | $70,418+10.5% | $96,570-19.4% | $85,847-9.3% |
| Participation rate | 29.4% | 61.8%-32.4pp | 69.8%-40.4pp | 69.3%-39.9pp |
| Annual return | 13.85% | 18.59%-4.7pp | 37.79%-23.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $212 | $1,413-85.0% | $2,357-91.0% | $2,565-91.7% |
| Participant deferral / active EE | $1,791 | $2,894-38.1% | $3,849-53.5% | $3,952-54.7% |
| Admin fee / account holder | $2,621 | $4,995-47.5% | $6,182-57.6% | $6,261-58.1% |