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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 | $77,849 | $101,752-23.5% | $164,928-52.8% | $80,911-3.8% |
| Participation rate | 46.5% | 71.8%-25.4pp | 78.6%-32.1pp | 67.6%-21.2pp |
| Annual return | 23.20% | 16.73%+6.5pp | 70.08%-46.9pp | 35.63%-12.4pp |
| Employer contribution / active EE | $621 | $2,953-79.0% | $4,343-85.7% | $2,756-77.5% |
| Participant deferral / active EE | $3,442 | $4,477-23.1% | $6,034-42.9% | $4,297-19.9% |
| Admin fee / account holder | $10,075 | $8,218+22.6% | $12,684-20.6% | $6,935+45.3% |