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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 | $88,128 | $86,949+1.4% | $102,460-14.0% | $80,959+8.9% |
| Participation rate | 22.7% | 72.4%-49.7pp | 76.5%-53.8pp | 67.7%-44.9pp |
| Annual return | 14.15% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $665 | $2,370-71.9% | $3,025-78.0% | $2,757-75.9% |
| Participant deferral / active EE | $2,081 | $4,121-49.5% | $5,056-58.8% | $4,300-51.6% |
| Admin fee / account holder | $25,861 | $8,048+221.4% | $9,460+173.4% | $6,925+273.4% |