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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 | $115,570 | $108,825+6.2% | $156,181-26.0% | $82,448+40.2% |
| Participation rate | 51.6% | 72.4%-20.8pp | 78.8%-27.2pp | 68.1%-16.5pp |
| Annual return | 13.74% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $43 | $2,870-98.5% | $4,294-99.0% | $2,551-98.3% |
| Participant deferral / active EE | $3,644 | $4,577-20.4% | $6,132-40.6% | $4,139-12.0% |
| Admin fee / account holder | $9,720 | $9,341+4.1% | $14,586-33.4% | $7,234+34.4% |