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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 | $101,950-9.4% | $125,529-26.5% | $86,983+6.1% |
| Participation rate | 48.9% | 70.2%-21.2pp | 74.7%-25.8pp | 69.5%-20.6pp |
| Annual return | 14.23% | 18.29%-4.1pp | 202.56%-188.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $273 | $2,358-88.4% | $3,058-91.1% | $2,584-89.4% |
| Participant deferral / active EE | $3,519 | $3,862-8.9% | $4,813-26.9% | $4,194-16.1% |
| Admin fee / account holder | $2,082 | $12,791-83.7% | $16,298-87.2% | $7,856-73.5% |