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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 | $103,286 | $87,225+18.4% | $158,226-34.7% | $94,015+9.9% |
| Participation rate | 42.1% | 67.9%-25.8pp | 74.8%-32.7pp | 70.8%-28.7pp |
| Annual return | 11.75% | 16.34%-4.6pp | 501.41%-489.7pp | 17.84%-6.1pp |
| Employer contribution / active EE | $400 | $2,217-82.0% | $2,986-86.6% | $2,790-85.7% |
| Participant deferral / active EE | $2,420 | $3,405-28.9% | $4,317-43.9% | $4,249-43.1% |
| Admin fee / account holder | $11,631 | $7,888+47.4% | $10,217+13.8% | $8,951+29.9% |