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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 | $92,280 | $78,423+17.7% | $95,964-3.8% | $79,856+15.6% |
| Participation rate | 53.1% | 73.5%-20.4pp | 77.1%-24.0pp | 69.6%-16.6pp |
| Annual return | 16.97% | 19.37%-2.4pp | 91.64%-74.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $387 | $1,945-80.1% | $2,541-84.8% | $2,471-84.3% |
| Participant deferral / active EE | $3,412 | $3,440-0.8% | $4,167-18.1% | $3,741-8.8% |
| Admin fee / account holder | $5,537 | $5,622-1.5% | $6,797-18.5% | $5,306+4.4% |