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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 | $85,473 | $76,383+11.9% | $121,663-29.7% | $64,340+32.8% |
| Participation rate | 48.6% | 60.4%-11.8pp | 74.5%-25.8pp | 55.2%-6.6pp |
| Annual return | 15.75% | 16.98%-1.2pp | 147.54%-131.8pp | 24.14%-8.4pp |
| Employer contribution / active EE | $302 | $1,943-84.4% | $3,020-90.0% | $1,862-83.8% |
| Participant deferral / active EE | $3,638 | $3,149+15.5% | $4,887-25.6% | $2,980+22.1% |
| Admin fee / account holder | $6,328 | $4,142+52.8% | $14,289-55.7% | $3,703+70.9% |