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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 | $101,195 | $96,731+4.6% | $123,973-18.4% | $86,983+16.3% |
| Participation rate | 51.3% | 70.0%-18.7pp | 76.7%-25.4pp | 69.5%-18.3pp |
| Annual return | 26.90% | 17.33%+9.6pp | 388.13%-361.2pp | 25.83%+1.1pp |
| Employer contribution / active EE | $123 | $3,297-96.3% | $4,126-97.0% | $2,584-95.2% |
| Participant deferral / active EE | $1,985 | $4,152-52.2% | $5,247-62.2% | $4,194-52.7% |
| Admin fee / account holder | $6,924 | $8,722-20.6% | $11,799-41.3% | $7,856-11.9% |