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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 | $100,888 | $95,453+5.7% | $112,040-10.0% | $82,448+22.4% |
| Participation rate | 47.2% | 72.8%-25.5pp | 76.5%-29.3pp | 68.1%-20.8pp |
| Annual return | 20.43% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $278 | $2,318-88.0% | $2,954-90.6% | $2,551-89.1% |
| Participant deferral / active EE | $2,545 | $4,224-39.7% | $5,098-50.1% | $4,139-38.5% |
| Admin fee / account holder | $4,253 | $9,013-52.8% | $12,098-64.8% | $7,234-41.2% |