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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 | $87,287 | $77,896+12.1% | $134,172-34.9% | $82,448+5.9% |
| Participation rate | 27.4% | 62.8%-35.4pp | 72.5%-45.1pp | 68.1%-40.7pp |
| Annual return | 14.26% | 18.21%-4.0pp | 25.30%-11.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $243 | $2,159-88.8% | $3,420-92.9% | $2,551-90.5% |
| Participant deferral / active EE | $1,147 | $3,162-63.7% | $4,690-75.5% | $4,139-72.3% |
| Admin fee / account holder | $4,720 | $6,336-25.5% | $12,016-60.7% | $7,234-34.8% |