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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 | $101,815 | $101,7780% | $164,975-38.3% | $80,925+25.8% |
| Participation rate | 63.9% | 71.8%-7.9pp | 78.6%-14.7pp | 67.7%-3.7pp |
| Annual return | 12.44% | 16.73%-4.3pp | 70.12%-57.7pp | 35.65%-23.2pp |
| Employer contribution / active EE | $436 | $2,954-85.2% | $4,343-90.0% | $2,756-84.2% |
| Participant deferral / active EE | $4,395 | $4,477-1.8% | $6,033-27.2% | $4,299+2.2% |
| Admin fee / account holder | $8,201 | $8,221-0.3% | $12,688-35.4% | $6,940+18.2% |