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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 | $102,808 | $117,846-12.8% | $102,434+0.4% | $145,884-29.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.52% | 31.90%-12.4pp | 29.46%-9.9pp | 551.85%-532.3pp |
| Employer contribution / active EE | $780 | $3,615-78.4% | $3,023-74.2% | $4,662-83.3% |
| Participant deferral / active EE | $4,175 | $5,733-27.2% | $5,055-17.4% | $6,690-37.6% |
| Admin fee / account holder | $9,864 | $13,356-26.1% | $9,462+4.3% | $13,392-26.3% |