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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 | $89,884 | $95,453-5.8% | $112,040-19.8% | $82,448+9.0% |
| Participation rate | 57.3% | 72.8%-15.4pp | 76.5%-19.2pp | 68.1%-10.8pp |
| Annual return | 15.73% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $384 | $2,318-83.4% | $2,954-87.0% | $2,551-84.9% |
| Participant deferral / active EE | $2,384 | $4,224-43.6% | $5,098-53.2% | $4,139-42.4% |
| Admin fee / account holder | $2,867 | $9,013-68.2% | $12,098-76.3% | $7,234-60.4% |