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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 | $95,453-3.7% | $112,040-17.9% | $82,448+11.5% |
| Participation rate | 24.2% | 72.8%-48.5pp | 76.5%-52.3pp | 68.1%-43.8pp |
| Annual return | 13.90% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $640 | $2,318-72.4% | $2,954-78.3% | $2,551-74.9% |
| Participant deferral / active EE | $1,974 | $4,224-53.3% | $5,098-61.3% | $4,139-52.3% |
| Admin fee / account holder | $10,407 | $9,013+15.5% | $12,098-14.0% | $7,234+43.9% |