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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 | $90,666 | $101,795-10.9% | $165,100-45.1% | $80,959+12.0% |
| Participation rate | 53.3% | 71.8%-18.6pp | 78.6%-25.4pp | 67.7%-14.4pp |
| Annual return | 10.62% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $308 | $2,954-89.6% | $4,348-92.9% | $2,757-88.8% |
| Participant deferral / active EE | $2,006 | $4,476-55.2% | $6,035-66.8% | $4,300-53.3% |
| Admin fee / account holder | $15,861 | $8,221+92.9% | $12,696+24.9% | $6,925+129.0% |