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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 | $83,569 | $71,215+17.3% | $93,696-10.8% | $80,935+3.3% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-20.9pp | 67.7%-19.9pp |
| Annual return | 15.25% | 11.27%+4.0pp | 133.74%-118.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $287 | $1,565-81.7% | $2,422-88.2% | $2,757-89.6% |
| Participant deferral / active EE | $2,661 | $4,037-34.1% | $4,417-39.8% | $4,299-38.1% |
| Admin fee / account holder | $15,145 | $6,958+117.7% | $8,287+82.8% | $6,924+118.7% |