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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 | $88,542 | $78,707+12.5% | $117,861-24.9% | $70,126+26.3% |
| Participation rate | 48.0% | 73.2%-25.2pp | 79.7%-31.7pp | 69.5%-21.5pp |
| Annual return | 19.95% | 23.30%-3.3pp | 335.11%-315.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $419 | $2,223-81.2% | $3,786-88.9% | $2,343-82.1% |
| Participant deferral / active EE | $1,821 | $3,297-44.8% | $4,482-59.4% | $3,332-45.3% |
| Admin fee / account holder | $9,630 | $5,066+90.1% | $8,021+20.1% | $4,645+107.3% |