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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 | $97,192 | $69,977+38.9% | $108,582-10.5% | $62,881+54.6% |
| Participation rate | 37.0% | 72.9%-35.9pp | 79.6%-42.5pp | 69.3%-32.3pp |
| Annual return | 5.63% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $308 | $2,135-85.6% | $3,758-91.8% | $2,281-86.5% |
| Participant deferral / active EE | $2,506 | $3,165-20.8% | $4,311-41.9% | $3,203-21.8% |
| Admin fee / account holder | $320 | $5,076-93.7% | $7,645-95.8% | $4,296-92.6% |