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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 | $103,741 | $106,864-2.9% | $147,318-29.6% | $82,637+25.5% |
| Participation rate | 46.7% | 75.5%-28.8pp | 82.1%-35.4pp | 68.1%-21.4pp |
| Annual return | 14.88% | 27.49%-12.6pp | 70.43%-55.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $178 | $3,417-94.8% | $4,593-96.1% | $2,552-93.0% |
| Participant deferral / active EE | $4,635 | $6,496-28.6% | $7,906-41.4% | $4,126+12.3% |
| Admin fee / account holder | $1,996 | $8,415-76.3% | $13,708-85.4% | $7,339-72.8% |