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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 | $126,096 | $136,860-7.9% | $120,344+4.8% | $154,746-18.5% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 9.07% | 21.38%-12.3pp | 20.30%-11.2pp | 172.34%-163.3pp |
| Employer contribution / active EE | $207 | $3,533-94.1% | $3,020-93.1% | $4,379-95.3% |
| Participant deferral / active EE | $1,993 | $5,793-65.6% | $5,135-61.2% | $6,730-70.4% |
| Admin fee / account holder | $4,527 | $15,393-70.6% | $12,742-64.5% | $14,365-68.5% |