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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 | $96,210 | $98,776-2.6% | $149,745-35.8% | $79,856+20.5% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.5%-24.6pp | 69.6%-11.7pp |
| Annual return | 17.72% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $562 | $3,217-82.5% | $4,646-87.9% | $2,471-77.3% |
| Participant deferral / active EE | $4,330 | $5,681-23.8% | $6,843-36.7% | $3,741+15.8% |
| Admin fee / account holder | $1,828 | $6,053-69.8% | $9,312-80.4% | $5,306-65.5% |