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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 | $93,355 | $56,894+64.1% | $84,753+10.1% | $62,881+48.5% |
| Participation rate | 28.9% | 68.5%-39.6pp | 76.6%-47.7pp | 69.3%-40.4pp |
| Annual return | 9.58% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $163 | $2,400-93.2% | $3,574-95.4% | $2,281-92.8% |
| Participant deferral / active EE | $1,192 | $2,709-56.0% | $3,712-67.9% | $3,203-62.8% |
| Admin fee / account holder | $3,105 | $3,581-13.3% | $5,333-41.8% | $4,296-27.7% |