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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 | $81,905 | $80,983+1.1% | $96,544-15.2% | $75,177+8.9% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.9pp |
| Annual return | 14.15% | 27.05%-12.9pp | 25.88%-11.7pp | 160.75%-146.6pp |
| Employer contribution / active EE | $307 | $2,282-86.6% | $2,966-89.7% | $2,671-88.5% |
| Participant deferral / active EE | $3,441 | $3,929-12.4% | $4,851-29.1% | $4,126-16.6% |
| Admin fee / account holder | $10,753 | $6,717+60.1% | $8,254+30.3% | $5,651+90.3% |