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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 | $90,433 | $91,179-0.8% | $178,499-49.3% | $79,852+13.3% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 21.70% | 24.19%-2.5pp | 151.10%-129.4pp | 31.72%-10.0pp |
| Employer contribution / active EE | $366 | $3,256-88.8% | $5,011-92.7% | $2,471-85.2% |
| Participant deferral / active EE | $1,854 | $3,236-42.7% | $5,202-64.4% | $3,740-50.4% |
| Admin fee / account holder | $988 | $6,749-85.4% | $13,986-92.9% | $5,306-81.4% |