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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 | $109,755 | $123,793-11.3% | $177,827-38.3% | $79,858+37.4% |
| Participation rate | 37.0% | 84.7%-47.6pp | 87.7%-50.7pp | 69.6%-32.6pp |
| Annual return | 12.25% | 22.82%-10.6pp | 48.32%-36.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $946 | $4,095-76.9% | $5,918-84.0% | $2,471-61.7% |
| Participant deferral / active EE | $3,426 | $5,956-42.5% | $7,713-55.6% | $3,740-8.4% |
| Admin fee / account holder | $969 | $7,243-86.6% | $12,429-92.2% | $5,306-81.7% |