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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 | $135,889 | $86,938+56.3% | $102,423+32.7% | $80,925+67.9% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.7%-21.0pp |
| Annual return | 18.00% | 18.89%-0.9pp | 29.42%-11.4pp | 35.65%-17.7pp |
| Employer contribution / active EE | $540 | $2,369-77.2% | $3,023-82.1% | $2,756-80.4% |
| Participant deferral / active EE | $2,536 | $4,120-38.5% | $5,054-49.8% | $4,299-41.0% |
| Admin fee / account holder | $24,838 | $8,053+208.4% | $9,455+162.7% | $6,940+257.9% |