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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 | $82,092 | $83,090-1.2% | $130,062-36.9% | $71,529+14.8% |
| Participation rate | 31.1% | 74.1%-43.0pp | 78.5%-47.4pp | 67.9%-36.8pp |
| Annual return | 15.31% | 20.61%-5.3pp | -137.37%+152.7pp | 28.97%-13.7pp |
| Employer contribution / active EE | $669 | $2,624-74.5% | $4,322-84.5% | $2,590-74.2% |
| Participant deferral / active EE | $2,299 | $4,436-48.2% | $5,821-60.5% | $4,291-46.4% |
| Admin fee / account holder | $651 | $1,727-62.3% | $10,601-93.9% | $1,588-59.0% |