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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 | $79,130 | $79,894-1.0% | $135,792-41.7% | $82,637-4.2% |
| Participation rate | 24.0% | 63.0%-39.0pp | 72.6%-48.6pp | 68.1%-44.1pp |
| Annual return | 20.27% | 17.20%+3.1pp | 25.96%-5.7pp | 53.51%-33.2pp |
| Employer contribution / active EE | $490 | $2,165-77.4% | $3,496-86.0% | $2,552-80.8% |
| Participant deferral / active EE | $2,322 | $3,194-27.3% | $4,759-51.2% | $4,126-43.7% |
| Admin fee / account holder | $3,245 | $6,434-49.6% | $12,266-73.5% | $7,339-55.8% |