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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 | $114,712+0.7% | $173,730-33.5% | $87,485+32.1% |
| Participation rate | 51.6% | 73.0%-21.4pp | 79.6%-28.0pp | 68.9%-17.3pp |
| Annual return | 13.74% | 20.18%-6.4pp | 19.96%-6.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $43 | $2,904-98.5% | $4,577-99.1% | $2,596-98.3% |
| Participant deferral / active EE | $3,644 | $4,642-21.5% | $6,326-42.4% | $4,274-14.7% |
| Admin fee / account holder | $9,720 | $10,210-4.8% | $17,523-44.5% | $7,775+25.0% |