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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 | $112,905 | $67,602+67.0% | $82,312+37.2% | $70,126+61.0% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.3pp |
| Annual return | 15.01% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $246 | $1,755-86.0% | $2,428-89.9% | $2,343-89.5% |
| Participant deferral / active EE | $2,969 | $2,987-0.6% | $3,706-19.9% | $3,332-10.9% |
| Admin fee / account holder | $2,628 | $4,512-41.7% | $5,608-53.1% | $4,645-43.4% |