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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 | $98,851 | $85,060+16.2% | $70,548+40.1% | $139,456-29.1% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 24.08% | 30.38%-6.3pp | 32.78%-8.7pp | 373.45%-349.4pp |
| Employer contribution / active EE | $352 | $3,911-91.0% | $2,975-88.2% | $4,753-92.6% |
| Participant deferral / active EE | $1,519 | $5,890-74.2% | $4,567-66.7% | $6,711-77.4% |
| Admin fee / account holder | $851 | $8,925-90.5% | $6,424-86.7% | $11,407-92.5% |