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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 | $86,094 | $58,848+46.3% | $88,179-2.4% | $82,637+4.2% |
| Participation rate | 44.7% | 57.9%-13.2pp | 69.1%-24.4pp | 68.1%-23.3pp |
| Annual return | 15.77% | 22.76%-7.0pp | 64.97%-49.2pp | 53.51%-37.7pp |
| Employer contribution / active EE | $112 | $1,678-93.3% | $2,549-95.6% | $2,552-95.6% |
| Participant deferral / active EE | $1,765 | $3,124-43.5% | $4,614-61.8% | $4,126-57.2% |
| Admin fee / account holder | $3,277 | $4,795-31.7% | $7,673-57.3% | $7,339-55.4% |