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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 | $83,542 | $80,748+3.5% | $102,383-18.4% | $74,429+12.2% |
| Participation rate | 38.2% | 65.7%-27.4pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 14.68% | 27.57%-12.9pp | 24.94%-10.3pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $611 | $3,159-80.7% | $3,870-84.2% | $2,625-76.7% |
| Participant deferral / active EE | $3,424 | $3,861-11.3% | $5,060-32.3% | $4,348-21.2% |
| Admin fee / account holder | $522 | $2,371-78.0% | $8,391-93.8% | $1,944-73.1% |