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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 | $79,672 | $90,170-11.6% | $150,734-47.1% | $69,733+14.3% |
| Participation rate | 53.4% | 60.2%-6.8pp | 78.4%-25.0pp | 62.5%-9.1pp |
| Annual return | 18.82% | 16.56%+2.3pp | 600.81%-582.0pp | 15.22%+3.6pp |
| Employer contribution / active EE | $375 | $3,428-89.1% | $4,918-92.4% | $2,250-83.3% |
| Participant deferral / active EE | $2,691 | $3,086-12.8% | $5,610-52.0% | $3,054-11.9% |
| Admin fee / account holder | $4,585 | $4,600-0.3% | $14,905-69.2% | $3,102+47.8% |