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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 | $118,182 | $138,385-14.6% | $184,243-35.9% | $80,925+46.0% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.7%-12.1pp |
| Annual return | 23.78% | 20.02%+3.8pp | 28.82%-5.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $979 | $4,851-79.8% | $6,427-84.8% | $2,756-64.5% |
| Participant deferral / active EE | $3,974 | $7,075-43.8% | $9,132-56.5% | $4,299-7.6% |
| Admin fee / account holder | $1,559 | $10,489-85.1% | $13,914-88.8% | $6,940-77.5% |