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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 | $91,965 | $95,404-3.6% | $113,397-18.9% | $82,637+11.3% |
| Participation rate | 24.2% | 72.8%-48.6pp | 76.5%-52.3pp | 68.1%-43.8pp |
| Annual return | 13.90% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $640 | $2,307-72.2% | $2,977-78.5% | $2,552-74.9% |
| Participant deferral / active EE | $1,974 | $4,220-53.2% | $5,076-61.1% | $4,126-52.2% |
| Admin fee / account holder | $10,407 | $9,168+13.5% | $11,957-13.0% | $7,339+41.8% |