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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 | $109,620-0.8% | $148,496-26.8% | $94,015+15.7% |
| Participation rate | 47.1% | 71.3%-24.2pp | 76.0%-29.0pp | 70.8%-23.8pp |
| Annual return | 15.97% | 17.54%-1.6pp | 12.33%+3.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $474 | $2,618-81.9% | $3,497-86.4% | $2,790-83.0% |
| Participant deferral / active EE | $3,075 | $3,831-19.7% | $4,808-36.1% | $4,249-27.6% |
| Admin fee / account holder | $2,379 | $10,050-76.3% | $19,547-87.8% | $8,951-73.4% |