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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 | $89,196 | $125,797-29.1% | $170,057-47.5% | $75,177+18.6% |
| Participation rate | 65.0% | 83.6%-18.6pp | 87.0%-22.0pp | 67.2%-2.2pp |
| Annual return | 20.47% | 27.20%-6.7pp | 53.42%-33.0pp | 160.75%-140.3pp |
| Employer contribution / active EE | $309 | $4,616-93.3% | $6,790-95.4% | $2,671-88.4% |
| Participant deferral / active EE | $3,155 | $6,838-53.9% | $10,411-69.7% | $4,126-23.5% |
| Admin fee / account holder | $6,401 | $8,177-21.7% | $12,826-50.1% | $5,651+13.3% |