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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 | $83,412 | $138,386-39.7% | $184,260-54.7% | $80,935+3.1% |
| Participation rate | 51.1% | 83.9%-32.8pp | 86.8%-35.8pp | 67.7%-16.6pp |
| Annual return | 14.59% | 20.02%-5.4pp | 28.84%-14.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $34 | $4,851-99.3% | $6,427-99.5% | $2,757-98.8% |
| Participant deferral / active EE | $7,547 | $7,076+6.7% | $9,133-17.4% | $4,299+75.5% |
| Admin fee / account holder | $1,640 | $10,489-84.4% | $13,898-88.2% | $6,924-76.3% |