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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 | $84,562 | $106,749-20.8% | $145,433-41.9% | $82,448+2.6% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 28.41% | 27.59%+0.8pp | 66.58%-38.2pp | 41.64%-13.2pp |
| Employer contribution / active EE | $584 | $3,444-83.0% | $4,554-87.2% | $2,551-77.1% |
| Participant deferral / active EE | $5,839 | $6,519-10.4% | $7,897-26.1% | $4,139+41.1% |
| Admin fee / account holder | $425 | $8,390-94.9% | $13,129-96.8% | $7,234-94.1% |