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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 | $91,176 | $95,453-4.5% | $112,040-18.6% | $82,448+10.6% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.5%-16.9pp | 68.1%-8.5pp |
| Annual return | 14.07% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $598 | $2,318-74.2% | $2,954-79.7% | $2,551-76.5% |
| Participant deferral / active EE | $2,725 | $4,224-35.5% | $5,098-46.5% | $4,139-34.2% |
| Admin fee / account holder | $7,781 | $9,013-13.7% | $12,098-35.7% | $7,234+7.6% |