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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 | $88,279 | $87,106+1.3% | $105,607-16.4% | $80,935+9.1% |
| Participation rate | 36.7% | 70.4%-33.8pp | 75.3%-38.6pp | 67.7%-31.0pp |
| Annual return | 20.70% | 17.01%+3.7pp | 116.11%-95.4pp | 35.66%-15.0pp |
| Employer contribution / active EE | $340 | $2,396-85.8% | $3,167-89.3% | $2,757-87.7% |
| Participant deferral / active EE | $2,616 | $3,986-34.4% | $5,011-47.8% | $4,299-39.1% |
| Admin fee / account holder | $9,878 | $8,447+16.9% | $10,958-9.9% | $6,924+42.7% |