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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 | $90,684 | $71,208+27.4% | $93,681-3.2% | $80,911+12.1% |
| Participation rate | 48.5% | 60.4%-11.9pp | 68.7%-20.2pp | 67.6%-19.2pp |
| Annual return | 10.72% | 11.27%-0.6pp | 133.47%-122.8pp | 35.63%-24.9pp |
| Employer contribution / active EE | $164 | $1,564-89.5% | $2,422-93.2% | $2,756-94.0% |
| Participant deferral / active EE | $6,477 | $4,035+60.5% | $4,415+46.7% | $4,297+50.7% |
| Admin fee / account holder | $9,115 | $6,951+31.1% | $8,290+9.9% | $6,935+31.4% |