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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 | $82,793 | $69,977+18.3% | $108,582-23.8% | $62,881+31.7% |
| Participation rate | 57.1% | 72.9%-15.8pp | 79.6%-22.4pp | 69.3%-12.2pp |
| Annual return | 8.16% | 10.73%-2.6pp | -51.70%+59.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $394 | $2,135-81.5% | $3,758-89.5% | $2,281-82.7% |
| Participant deferral / active EE | $2,420 | $3,165-23.5% | $4,311-43.9% | $3,203-24.4% |
| Admin fee / account holder | $663 | $5,076-86.9% | $7,645-91.3% | $4,296-84.6% |