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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 | $98,883 | $67,602+46.3% | $82,312+20.1% | $70,126+41.0% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 24.86% | 21.57%+3.3pp | 25.88%-1.0pp | 73.15%-48.3pp |
| Employer contribution / active EE | $179 | $1,755-89.8% | $2,428-92.6% | $2,343-92.4% |
| Participant deferral / active EE | $2,374 | $2,987-20.5% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $2,834 | $4,512-37.2% | $5,608-49.5% | $4,645-39.0% |