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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 | $82,309 | $78,428+4.9% | $95,960-14.2% | $79,852+3.1% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.1%-11.8pp | 69.6%-4.3pp |
| Annual return | 11.75% | 19.37%-7.6pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $105 | $1,945-94.6% | $2,541-95.9% | $2,471-95.8% |
| Participant deferral / active EE | $2,033 | $3,440-40.9% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $5,456 | $5,622-2.9% | $6,797-19.7% | $5,306+2.8% |