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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 | $91,355 | $83,369+9.6% | $105,223-13.2% | $67,986+34.4% |
| Participation rate | 27.1% | 56.3%-29.2pp | 75.0%-47.9pp | 57.2%-30.1pp |
| Annual return | 15.68% | 24.64%-9.0pp | 180.65%-165.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $591 | $2,541-76.7% | $3,689-84.0% | $2,019-70.7% |
| Participant deferral / active EE | $1,847 | $3,295-43.9% | $5,072-63.6% | $3,358-45.0% |
| Admin fee / account holder | $1,998 | $4,073-50.9% | $8,859-77.4% | $3,203-37.6% |