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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 | $80,075 | $106,749-25.0% | $145,433-44.9% | $82,448-2.9% |
| Participation rate | 53.8% | 75.6%-21.8pp | 82.1%-28.3pp | 68.1%-14.2pp |
| Annual return | 16.22% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $231 | $3,444-93.3% | $4,554-94.9% | $2,551-91.0% |
| Participant deferral / active EE | $5,249 | $6,519-19.5% | $7,897-33.5% | $4,139+26.8% |
| Admin fee / account holder | $3,004 | $8,390-64.2% | $13,129-77.1% | $7,234-58.5% |