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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 | $86,930 | $88,583-1.9% | $88,497-1.8% | $273,972-68.3% |
| Participation rate | 37.5% | 83.5%-46.0pp | 82.4%-44.9pp | 83.0%-45.5pp |
| Annual return | 7.11% | 5.68%+1.4pp | 7.63%-0.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $325 | $4,502-92.8% | $4,036-92.0% | $4,869-93.3% |
| Participant deferral / active EE | $2,391 | $4,891-51.1% | $4,899-51.2% | $5,287-54.8% |
| Admin fee / account holder | $19,540 | $8,980+117.6% | $6,220+214.2% | $10,133+92.8% |