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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 | $108,407 | $115,931-6.5% | $185,441-41.5% | $86,983+24.6% |
| Participation rate | 56.5% | 73.6%-17.2pp | 80.3%-23.8pp | 69.5%-13.1pp |
| Annual return | 18.26% | 21.47%-3.2pp | 20.16%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $446 | $2,937-84.8% | $4,672-90.5% | $2,584-82.8% |
| Participant deferral / active EE | $2,825 | $4,551-37.9% | $6,152-54.1% | $4,194-32.6% |
| Admin fee / account holder | $21,322 | $10,687+99.5% | $17,890+19.2% | $7,856+171.4% |