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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 | $94,031-1.8% | $115,768-20.2% | $82,448+12.0% |
| Participation rate | 48.9% | 70.4%-21.5pp | 74.4%-25.5pp | 68.1%-19.1pp |
| Annual return | 14.23% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $273 | $2,323-88.2% | $2,940-90.7% | $2,551-89.3% |
| Participant deferral / active EE | $3,519 | $3,972-11.4% | $4,917-28.4% | $4,139-15.0% |
| Admin fee / account holder | $2,082 | $10,249-79.7% | $12,439-83.3% | $7,234-71.2% |