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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 | $106,524-2.6% | $152,301-31.9% | $87,485+18.6% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.4%-35.8pp | 68.9%-22.3pp |
| Annual return | 14.88% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $178 | $3,371-94.7% | $4,624-96.2% | $2,596-93.1% |
| Participant deferral / active EE | $4,635 | $6,525-29.0% | $8,004-42.1% | $4,274+8.5% |
| Admin fee / account holder | $1,996 | $8,287-75.9% | $14,398-86.1% | $7,775-74.3% |