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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 | $105,162 | $95,404+10.2% | $113,397-7.3% | $82,637+27.3% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.5%-37.9pp | 68.1%-29.5pp |
| Annual return | 13.83% | 19.08%-5.2pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $453 | $2,307-80.4% | $2,977-84.8% | $2,552-82.2% |
| Participant deferral / active EE | $2,709 | $4,220-35.8% | $5,076-46.6% | $4,126-34.3% |
| Admin fee / account holder | $8,209 | $9,168-10.5% | $11,957-31.3% | $7,339+11.9% |