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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 | $97,174 | $99,994-2.8% | $146,643-33.7% | $85,847+13.2% |
| Participation rate | 62.3% | 73.1%-10.8pp | 80.1%-17.8pp | 69.3%-7.1pp |
| Annual return | 18.09% | 18.93%-0.8pp | 22.75%-4.7pp | 318.61%-300.5pp |
| Employer contribution / active EE | $272 | $2,559-89.4% | $4,137-93.4% | $2,565-89.4% |
| Participant deferral / active EE | $1,978 | $4,006-50.6% | $5,506-64.1% | $3,952-50.0% |
| Admin fee / account holder | $2,974 | $7,703-61.4% | $10,280-71.1% | $6,261-52.5% |