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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 | $84,506 | $81,331+3.9% | $155,534-45.7% | $80,935+4.4% |
| Participation rate | 12.0% | 66.3%-54.3pp | 78.2%-66.2pp | 67.7%-55.7pp |
| Annual return | 17.49% | 33.37%-15.9pp | 64.92%-47.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $172 | $3,105-94.5% | $4,675-96.3% | $2,757-93.8% |
| Participant deferral / active EE | $1,063 | $3,454-69.2% | $5,630-81.1% | $4,299-75.3% |
| Admin fee / account holder | $7,824 | $7,999-2.2% | $15,900-50.8% | $6,924+13.0% |