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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 | $78,460 | $73,787+6.3% | $98,716-20.5% | $82,448-4.8% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.3%-33.6pp | 68.1%-32.4pp |
| Annual return | 12.59% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $303 | $1,511-80.0% | $2,279-86.7% | $2,551-88.1% |
| Participant deferral / active EE | $1,794 | $3,081-41.8% | $4,048-55.7% | $4,139-56.7% |
| Admin fee / account holder | $5,635 | $6,500-13.3% | $8,703-35.3% | $7,234-22.1% |