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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 | $93,343 | $63,456+47.1% | $100,712-7.3% | $64,097+45.6% |
| Participation rate | 45.8% | 49.7%-3.9pp | 69.3%-23.5pp | 55.2%-9.4pp |
| Annual return | 14.44% | 19.65%-5.2pp | 33.27%-18.8pp | 34.64%-20.2pp |
| Employer contribution / active EE | $99 | $1,003-90.1% | $2,313-95.7% | $1,891-94.8% |
| Participant deferral / active EE | $2,830 | $2,463+14.9% | $4,085-30.7% | $3,080-8.1% |
| Admin fee / account holder | $4,301 | $4,808-10.5% | $9,256-53.5% | $3,454+24.5% |