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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 | $81,651 | $87,106-6.3% | $105,607-22.7% | $80,935+0.9% |
| Participation rate | 59.0% | 70.4%-11.5pp | 75.3%-16.3pp | 67.7%-8.7pp |
| Annual return | 14.82% | 17.01%-2.2pp | 116.11%-101.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $248 | $2,396-89.6% | $3,167-92.2% | $2,757-91.0% |
| Participant deferral / active EE | $2,466 | $3,986-38.1% | $5,011-50.8% | $4,299-42.6% |
| Admin fee / account holder | $8,351 | $8,447-1.1% | $10,958-23.8% | $6,924+20.6% |