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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 | $90,103 | $123,478-27.0% | $216,567-58.4% | $94,015-4.2% |
| Participation rate | 57.1% | 75.1%-18.0pp | 81.6%-24.5pp | 70.8%-13.7pp |
| Annual return | 17.22% | 23.61%-6.4pp | 12.94%+4.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $387 | $3,136-87.6% | $5,216-92.6% | $2,790-86.1% |
| Participant deferral / active EE | $3,494 | $4,556-23.3% | $6,191-43.6% | $4,249-17.8% |
| Admin fee / account holder | $4,937 | $12,753-61.3% | $21,981-77.5% | $8,951-44.8% |