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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 | $82,621 | $86,922-4.9% | $102,438-19.3% | $80,874+2.2% |
| Participation rate | 27.4% | 72.4%-45.0pp | 76.5%-49.1pp | 67.6%-40.3pp |
| Annual return | 11.87% | 18.90%-7.0pp | 29.37%-17.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $145 | $2,369-93.9% | $3,024-95.2% | $2,756-94.7% |
| Participant deferral / active EE | $1,995 | $4,119-51.6% | $5,054-60.5% | $4,297-53.6% |
| Admin fee / account holder | $9,851 | $8,050+22.4% | $9,448+4.3% | $6,935+42.0% |