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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 | $90,397 | $96,731-6.5% | $123,973-27.1% | $86,983+3.9% |
| Participation rate | 16.7% | 70.0%-53.4pp | 76.7%-60.0pp | 69.5%-52.9pp |
| Annual return | 17.39% | 17.33%+0.1pp | 388.13%-370.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $745 | $3,297-77.4% | $4,126-81.9% | $2,584-71.2% |
| Participant deferral / active EE | $1,970 | $4,152-52.6% | $5,247-62.5% | $4,194-53.0% |
| Admin fee / account holder | $799 | $8,722-90.8% | $11,799-93.2% | $7,856-89.8% |