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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 | $99,289 | $78,707+26.2% | $117,861-15.8% | $70,126+41.6% |
| Participation rate | 55.4% | 73.2%-17.8pp | 79.7%-24.3pp | 69.5%-14.2pp |
| Annual return | 17.03% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $397 | $2,223-82.2% | $3,786-89.5% | $2,343-83.1% |
| Participant deferral / active EE | $2,364 | $3,297-28.3% | $4,482-47.3% | $3,332-29.0% |
| Admin fee / account holder | $1,777 | $5,066-64.9% | $8,021-77.8% | $4,645-61.7% |