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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 | $98,358 | $115,931-15.2% | $185,441-47.0% | $86,983+13.1% |
| Participation rate | 37.7% | 73.6%-35.9pp | 80.3%-42.5pp | 69.5%-31.8pp |
| Annual return | 13.41% | 21.47%-8.1pp | 20.16%-6.8pp | 25.83%-12.4pp |
| Employer contribution / active EE | $28 | $2,937-99.0% | $4,672-99.4% | $2,584-98.9% |
| Participant deferral / active EE | $2,502 | $4,551-45.0% | $6,152-59.3% | $4,194-40.3% |
| Admin fee / account holder | $15,470 | $10,687+44.8% | $17,890-13.5% | $7,856+96.9% |