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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 | $92,426 | $78,707+17.4% | $117,861-21.6% | $70,126+31.8% |
| Participation rate | 64.0% | 73.2%-9.2pp | 79.7%-15.7pp | 69.5%-5.5pp |
| Annual return | 15.46% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $146 | $2,223-93.4% | $3,786-96.1% | $2,343-93.8% |
| Participant deferral / active EE | $1,641 | $3,297-50.2% | $4,482-63.4% | $3,332-50.7% |
| Admin fee / account holder | $2,586 | $5,066-49.0% | $8,021-67.8% | $4,645-44.3% |