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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 | $81,512 | $125,797-35.2% | $170,043-52.1% | $75,173+8.4% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 14.16% | 27.20%-13.0pp | 53.40%-39.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $829 | $4,616-82.0% | $6,790-87.8% | $2,671-69.0% |
| Participant deferral / active EE | $4,650 | $6,838-32.0% | $10,410-55.3% | $4,126+12.7% |
| Admin fee / account holder | $2,838 | $8,177-65.3% | $12,824-77.9% | $5,651-49.8% |