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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 | $92,326 | $94,436-2.2% | $115,599-20.1% | $82,637+11.7% |
| Participation rate | 48.9% | 70.4%-21.5pp | 74.3%-25.3pp | 68.1%-19.1pp |
| Annual return | 14.23% | 18.37%-4.1pp | 111.10%-96.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $273 | $2,324-88.3% | $2,955-90.8% | $2,552-89.3% |
| Participant deferral / active EE | $3,519 | $3,955-11.0% | $4,889-28.0% | $4,126-14.7% |
| Admin fee / account holder | $2,082 | $10,328-79.8% | $12,841-83.8% | $7,339-71.6% |