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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 | $106,848 | $115,931-7.8% | $185,441-42.4% | $86,983+22.8% |
| Participation rate | 35.3% | 73.6%-38.3pp | 80.3%-45.0pp | 69.5%-34.2pp |
| Annual return | 14.52% | 21.47%-6.9pp | 20.16%-5.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $184 | $2,937-93.7% | $4,672-96.1% | $2,584-92.9% |
| Participant deferral / active EE | $2,508 | $4,551-44.9% | $6,152-59.2% | $4,194-40.2% |
| Admin fee / account holder | $6,740 | $10,687-36.9% | $17,890-62.3% | $7,856-14.2% |