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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 | $91,391 | $71,215+28.3% | $93,696-2.5% | $80,935+12.9% |
| Participation rate | 48.2% | 60.4%-12.2pp | 68.7%-20.5pp | 67.7%-19.5pp |
| Annual return | 15.23% | 11.27%+4.0pp | 133.74%-118.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $295 | $1,565-81.1% | $2,422-87.8% | $2,757-89.3% |
| Participant deferral / active EE | $3,300 | $4,037-18.3% | $4,417-25.3% | $4,299-23.3% |
| Admin fee / account holder | $9,522 | $6,958+36.9% | $8,287+14.9% | $6,924+37.5% |