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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 | $81,688 | $93,598-12.7% | $135,974-39.9% | $75,173+8.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 16.74% | 30.89%-14.1pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $560 | $3,538-84.2% | $4,859-88.5% | $2,671-79.0% |
| Participant deferral / active EE | $5,018 | $6,405-21.7% | $7,760-35.3% | $4,126+21.6% |
| Admin fee / account holder | $459 | $6,978-93.4% | $10,767-95.7% | $5,651-91.9% |