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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 | $88,131 | $115,931-24.0% | $185,441-52.5% | $86,983+1.3% |
| Participation rate | 48.8% | 73.6%-24.8pp | 80.3%-31.4pp | 69.5%-20.7pp |
| Annual return | 12.60% | 21.47%-8.9pp | 20.16%-7.6pp | 25.83%-13.2pp |
| Employer contribution / active EE | $330 | $2,937-88.8% | $4,672-92.9% | $2,584-87.2% |
| Participant deferral / active EE | $3,094 | $4,551-32.0% | $6,152-49.7% | $4,194-26.2% |
| Admin fee / account holder | $9,529 | $10,687-10.8% | $17,890-46.7% | $7,856+21.3% |