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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 | $118,398 | $80,992+46.2% | $96,534+22.6% | $75,173+57.5% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 18.70% | 27.05%-8.3pp | 25.88%-7.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $475 | $2,283-79.2% | $2,965-84.0% | $2,671-82.2% |
| Participant deferral / active EE | $2,250 | $3,929-42.7% | $4,851-53.6% | $4,126-45.5% |
| Admin fee / account holder | $6,499 | $6,717-3.2% | $8,253-21.3% | $5,651+15.0% |