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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 | $87,859 | $87,059+0.9% | $105,608-16.8% | $80,925+8.6% |
| Participation rate | 45.8% | 70.4%-24.6pp | 75.3%-29.5pp | 67.7%-21.8pp |
| Annual return | 26.14% | 17.05%+9.1pp | 116.50%-90.4pp | 35.65%-9.5pp |
| Employer contribution / active EE | $372 | $2,396-84.5% | $3,167-88.3% | $2,756-86.5% |
| Participant deferral / active EE | $2,238 | $3,986-43.8% | $5,010-55.3% | $4,299-47.9% |
| Admin fee / account holder | $6,147 | $8,443-27.2% | $11,028-44.3% | $6,940-11.4% |