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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 | $93,173 | $86,940+7.2% | $102,434-9.0% | $80,935+15.1% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 10.86% | 18.89%-8.0pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $467 | $2,370-80.3% | $3,023-84.6% | $2,757-83.1% |
| Participant deferral / active EE | $2,459 | $4,121-40.3% | $5,055-51.3% | $4,299-42.8% |
| Admin fee / account holder | $4,679 | $8,047-41.9% | $9,462-50.5% | $6,924-32.4% |