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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 | $110,847 | $106,524+4.1% | $152,301-27.2% | $87,485+26.7% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.4%-36.3pp | 68.9%-22.8pp |
| Annual return | 19.07% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $562 | $3,371-83.3% | $4,624-87.8% | $2,596-78.4% |
| Participant deferral / active EE | $4,378 | $6,525-32.9% | $8,004-45.3% | $4,274+2.4% |
| Admin fee / account holder | $465 | $8,287-94.4% | $14,398-96.8% | $7,775-94.0% |