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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 | $76,931 | $72,273+6.4% | $101,275-24.0% | $79,856-3.7% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 15.88% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $518 | $2,691-80.8% | $3,660-85.9% | $2,471-79.0% |
| Participant deferral / active EE | $1,488 | $3,282-54.6% | $4,371-65.9% | $3,741-60.2% |
| Admin fee / account holder | $1,357 | $4,401-69.2% | $5,948-77.2% | $5,306-74.4% |