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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 | $86,407 | $56,894+51.9% | $84,753+2.0% | $62,881+37.4% |
| Participation rate | 44.0% | 68.5%-24.5pp | 76.6%-32.6pp | 69.3%-25.3pp |
| Annual return | 11.02% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $444 | $2,400-81.5% | $3,574-87.6% | $2,281-80.5% |
| Participant deferral / active EE | $1,775 | $2,709-34.5% | $3,712-52.2% | $3,203-44.6% |
| Admin fee / account holder | $623 | $3,581-82.6% | $5,333-88.3% | $4,296-85.5% |