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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 | $83,537 | $86,949-3.9% | $102,460-18.5% | $80,959+3.2% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 15.66% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $50 | $2,370-97.9% | $3,025-98.3% | $2,757-98.2% |
| Participant deferral / active EE | $2,523 | $4,121-38.8% | $5,056-50.1% | $4,300-41.3% |
| Admin fee / account holder | $18,209 | $8,048+126.3% | $9,460+92.5% | $6,925+162.9% |