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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 | $94,577 | $86,949+8.8% | $102,460-7.7% | $80,959+16.8% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.7%-20.4pp |
| Annual return | 28.57% | 18.89%+9.7pp | 29.47%-0.9pp | 35.67%-7.1pp |
| Employer contribution / active EE | $283 | $2,370-88.0% | $3,025-90.6% | $2,757-89.7% |
| Participant deferral / active EE | $2,070 | $4,121-49.8% | $5,056-59.1% | $4,300-51.9% |
| Admin fee / account holder | $1,075 | $8,048-86.6% | $9,460-88.6% | $6,925-84.5% |