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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 | $84,682 | $101,950-16.9% | $125,529-32.5% | $86,983-2.6% |
| Participation rate | 42.6% | 70.2%-27.6pp | 74.7%-32.1pp | 69.5%-26.9pp |
| Annual return | 11.79% | 18.29%-6.5pp | 202.56%-190.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $411 | $2,358-82.6% | $3,058-86.5% | $2,584-84.1% |
| Participant deferral / active EE | $2,644 | $3,862-31.5% | $4,813-45.1% | $4,194-37.0% |
| Admin fee / account holder | $12,473 | $12,791-2.5% | $16,298-23.5% | $7,856+58.8% |