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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 | $108,734 | $97,648+11.4% | $121,663-10.6% | $87,485+24.3% |
| Participation rate | 47.1% | 70.5%-23.4pp | 74.5%-27.4pp | 68.9%-21.9pp |
| Annual return | 15.97% | 18.03%-2.1pp | 147.54%-131.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $474 | $2,300-79.4% | $3,020-84.3% | $2,596-81.7% |
| Participant deferral / active EE | $3,075 | $3,923-21.6% | $4,887-37.1% | $4,274-28.1% |
| Admin fee / account holder | $2,379 | $11,100-78.6% | $14,289-83.4% | $7,775-69.4% |