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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 | $92,589 | $58,099+59.4% | $76,872+20.4% | $75,173+23.2% |
| Participation rate | 44.4% | 63.9%-19.4pp | 69.6%-25.1pp | 67.2%-22.8pp |
| Annual return | 21.45% | 26.71%-5.3pp | 37.90%-16.5pp | 160.72%-139.3pp |
| Employer contribution / active EE | $255 | $1,996-87.2% | $2,533-89.9% | $2,671-90.5% |
| Participant deferral / active EE | $2,078 | $2,999-30.7% | $3,832-45.8% | $4,126-49.6% |
| Admin fee / account holder | $13,851 | $4,778+189.9% | $5,476+152.9% | $5,651+145.1% |