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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 | $92,732 | $86,938+6.7% | $102,423-9.5% | $80,925+14.6% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 12.06% | 18.89%-6.8pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $599 | $2,369-74.7% | $3,023-80.2% | $2,756-78.3% |
| Participant deferral / active EE | $1,916 | $4,120-53.5% | $5,054-62.1% | $4,299-55.4% |
| Admin fee / account holder | $1,272 | $8,053-84.2% | $9,455-86.5% | $6,940-81.7% |