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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 | $80,855-2.1% | $153,416-48.4% | $86,983-9.0% |
| Participation rate | 24.0% | 64.1%-40.1pp | 74.3%-50.3pp | 69.5%-45.5pp |
| Annual return | 20.27% | 16.18%+4.1pp | 17.84%+2.4pp | 25.83%-5.6pp |
| Employer contribution / active EE | $490 | $2,308-78.8% | $3,764-87.0% | $2,584-81.0% |
| Participant deferral / active EE | $2,322 | $3,333-30.3% | $4,723-50.8% | $4,194-44.6% |
| Admin fee / account holder | $3,245 | $6,908-53.0% | $13,095-75.2% | $7,856-58.7% |