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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 | $92,982 | $123,793-24.9% | $177,840-47.7% | $79,852+16.4% |
| Participation rate | 51.5% | 84.7%-33.1pp | 87.7%-36.2pp | 69.6%-18.1pp |
| Annual return | 16.32% | 22.82%-6.5pp | 48.32%-32.0pp | 31.72%-15.4pp |
| Employer contribution / active EE | $570 | $4,095-86.1% | $5,919-90.4% | $2,471-76.9% |
| Participant deferral / active EE | $4,986 | $5,956-16.3% | $7,714-35.4% | $3,740+33.3% |
| Admin fee / account holder | $2,393 | $7,243-67.0% | $12,431-80.7% | $5,306-54.9% |