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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 | $86,278 | $106,749-19.2% | $145,433-40.7% | $82,448+4.6% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 16.12% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $637 | $3,444-81.5% | $4,554-86.0% | $2,551-75.0% |
| Participant deferral / active EE | $2,712 | $6,519-58.4% | $7,897-65.7% | $4,139-34.5% |
| Admin fee / account holder | $2,888 | $8,390-65.6% | $13,129-78.0% | $7,234-60.1% |