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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 | $94,422 | $86,949+8.6% | $102,460-7.8% | $80,959+16.6% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.7%-45.8pp |
| Annual return | 15.51% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $153 | $2,370-93.5% | $3,025-94.9% | $2,757-94.4% |
| Participant deferral / active EE | $1,900 | $4,121-53.9% | $5,056-62.4% | $4,300-55.8% |
| Admin fee / account holder | $7,278 | $8,048-9.6% | $9,460-23.1% | $6,925+5.1% |