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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 | $99,927 | $69,977+42.8% | $108,582-8.0% | $62,881+58.9% |
| Participation rate | 45.9% | 72.9%-27.0pp | 79.6%-33.7pp | 69.3%-23.4pp |
| Annual return | 5.56% | 10.73%-5.2pp | -51.70%+57.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $402 | $2,135-81.2% | $3,758-89.3% | $2,281-82.4% |
| Participant deferral / active EE | $4,301 | $3,165+35.9% | $4,311-0.2% | $3,203+34.3% |
| Admin fee / account holder | $761 | $5,076-85.0% | $7,645-90.0% | $4,296-82.3% |