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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 | $87,062 | $101,795-14.5% | $165,100-47.3% | $80,959+7.5% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.7%-23.7pp |
| Annual return | 18.49% | 16.73%+1.8pp | 70.21%-51.7pp | 35.67%-17.2pp |
| Employer contribution / active EE | $800 | $2,954-72.9% | $4,348-81.6% | $2,757-71.0% |
| Participant deferral / active EE | $3,747 | $4,476-16.3% | $6,035-37.9% | $4,300-12.9% |
| Admin fee / account holder | $9,528 | $8,221+15.9% | $12,696-25.0% | $6,925+37.6% |