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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 | $97,554 | $125,797-22.5% | $170,043-42.6% | $75,173+29.8% |
| Participation rate | 54.2% | 83.6%-29.4pp | 87.0%-32.8pp | 67.2%-13.0pp |
| Annual return | 16.15% | 27.20%-11.0pp | 53.40%-37.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $915 | $4,616-80.2% | $6,790-86.5% | $2,671-65.7% |
| Participant deferral / active EE | $3,356 | $6,838-50.9% | $10,410-67.8% | $4,126-18.7% |
| Admin fee / account holder | $522 | $8,177-93.6% | $12,824-95.9% | $5,651-90.8% |