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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 | $77,529 | $45,087+72.0% | $69,483+11.6% | $72,976+6.2% |
| Participation rate | 43.3% | 68.5%-25.1pp | 74.6%-31.3pp | 69.5%-26.2pp |
| Annual return | 15.25% | 22.67%-7.4pp | 28.99%-13.7pp | 81.02%-65.8pp |
| Employer contribution / active EE | $76 | $2,055-96.3% | $2,780-97.3% | $2,440-96.9% |
| Participant deferral / active EE | $2,827 | $2,603+8.6% | $3,537-20.1% | $3,608-21.6% |
| Admin fee / account holder | $3,069 | $3,057+0.4% | $3,841-20.1% | $5,124-40.1% |