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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 | $82,623 | $76,112+8.6% | $96,534-14.4% | $71,511+15.5% |
| Participation rate | 48.3% | 74.4%-26.1pp | 76.0%-27.7pp | 67.9%-19.7pp |
| Annual return | 15.65% | 22.81%-7.2pp | 25.88%-10.2pp | 28.86%-13.2pp |
| Employer contribution / active EE | $334 | $2,248-85.1% | $2,965-88.7% | $2,589-87.1% |
| Participant deferral / active EE | $3,005 | $4,217-28.7% | $4,851-38.1% | $4,291-30.0% |
| Admin fee / account holder | $4,467 | $2,708+64.9% | $8,253-45.9% | $1,588+181.2% |