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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 | $84,516 | $50,554+67.2% | $67,681+24.9% | $87,485-3.4% |
| Participation rate | 43.2% | 67.7%-24.5pp | 73.7%-30.5pp | 68.9%-25.7pp |
| Annual return | 13.03% | 17.81%-4.8pp | 590.58%-577.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $233 | $1,988-88.3% | $2,678-91.3% | $2,596-91.0% |
| Participant deferral / active EE | $1,173 | $2,961-60.4% | $3,976-70.5% | $4,274-72.6% |
| Admin fee / account holder | $3,569 | $4,132-13.6% | $6,100-41.5% | $7,775-54.1% |