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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 | $79,796 | $72,027+10.8% | $185,835-57.1% | $79,852-0.1% |
| Participation rate | 51.7% | 65.8%-14.0pp | 78.0%-26.3pp | 69.6%-17.9pp |
| Annual return | 14.15% | 23.13%-9.0pp | 35.96%-21.8pp | 31.72%-17.6pp |
| Employer contribution / active EE | $298 | $1,965-84.8% | $4,087-92.7% | $2,471-87.9% |
| Participant deferral / active EE | $1,882 | $3,780-50.2% | $5,633-66.6% | $3,740-49.7% |
| Admin fee / account holder | $1,923 | $4,513-57.4% | $9,502-79.8% | $5,306-63.8% |