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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 | $114,712-21.5% | $173,730-48.1% | $87,485+3.0% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 17.22% | 20.18%-3.0pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $387 | $2,904-86.7% | $4,577-91.5% | $2,596-85.1% |
| Participant deferral / active EE | $3,494 | $4,642-24.7% | $6,326-44.8% | $4,274-18.2% |
| Admin fee / account holder | $4,937 | $10,210-51.6% | $17,523-71.8% | $7,775-36.5% |