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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 | $95,843 | $80,992+18.3% | $96,534-0.7% | $75,173+27.5% |
| Participation rate | 29.8% | 71.8%-42.0pp | 76.0%-46.2pp | 67.2%-37.4pp |
| Annual return | 16.76% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-144.0pp |
| Employer contribution / active EE | $299 | $2,283-86.9% | $2,965-89.9% | $2,671-88.8% |
| Participant deferral / active EE | $2,576 | $3,929-34.4% | $4,851-46.9% | $4,126-37.6% |
| Admin fee / account holder | $7,741 | $6,717+15.2% | $8,253-6.2% | $5,651+37.0% |