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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 | $80,929 | $67,606+19.7% | $82,313-1.7% | $70,131+15.4% |
| Participation rate | 37.2% | 72.8%-35.6pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 14.37% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $138 | $1,755-92.2% | $2,428-94.3% | $2,342-94.1% |
| Participant deferral / active EE | $1,965 | $2,987-34.2% | $3,706-47.0% | $3,332-41.0% |
| Admin fee / account holder | $343 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |