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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 | $136,064 | $85,515+59.1% | $112,040+21.4% | $67,986+100.1% |
| Participation rate | 47.9% | 68.2%-20.3pp | 76.5%-28.6pp | 57.2%-9.3pp |
| Annual return | 17.49% | 29.68%-12.2pp | 24.52%-7.0pp | 31.67%-14.2pp |
| Employer contribution / active EE | $551 | $2,191-74.9% | $2,954-81.4% | $2,019-72.7% |
| Participant deferral / active EE | $2,508 | $4,014-37.5% | $5,098-50.8% | $3,358-25.3% |
| Admin fee / account holder | $6,822 | $3,774+80.8% | $12,098-43.6% | $3,203+113.0% |