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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 | $100,405 | $123,478-18.7% | $216,567-53.6% | $94,015+6.8% |
| Participation rate | 53.8% | 75.1%-21.3pp | 81.6%-27.8pp | 70.8%-17.0pp |
| Annual return | 17.67% | 23.61%-5.9pp | 12.94%+4.7pp | 17.84%-0.2pp |
| Employer contribution / active EE | $618 | $3,136-80.3% | $5,216-88.1% | $2,790-77.8% |
| Participant deferral / active EE | $2,473 | $4,556-45.7% | $6,191-60.0% | $4,249-41.8% |
| Admin fee / account holder | $3,776 | $12,753-70.4% | $21,981-82.8% | $8,951-57.8% |