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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 | $84,324 | $78,425+7.5% | $95,956-12.1% | $79,858+5.6% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 14.85% | 19.37%-4.5pp | 91.63%-76.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $295 | $1,945-84.8% | $2,541-88.4% | $2,471-88.1% |
| Participant deferral / active EE | $2,179 | $3,440-36.7% | $4,167-47.7% | $3,740-41.7% |
| Admin fee / account holder | $14,976 | $5,622+166.4% | $6,797+120.3% | $5,306+182.2% |