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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 | $89,496 | $108,825-17.8% | $156,181-42.7% | $82,448+8.5% |
| Participation rate | 40.9% | 72.4%-31.5pp | 78.8%-38.0pp | 68.1%-27.2pp |
| Annual return | 15.05% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $543 | $2,870-81.1% | $4,294-87.3% | $2,551-78.7% |
| Participant deferral / active EE | $2,585 | $4,577-43.5% | $6,132-57.8% | $4,139-37.5% |
| Admin fee / account holder | $4,021 | $9,341-57.0% | $14,586-72.4% | $7,234-44.4% |