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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 | $134,893 | $104,098+29.6% | $140,514-4.0% | $94,015+43.5% |
| Participation rate | 37.8% | 73.7%-35.9pp | 77.8%-40.0pp | 70.8%-33.0pp |
| Annual return | 11.96% | 15.14%-3.2pp | 14.36%-2.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $384 | $2,388-83.9% | $3,378-88.6% | $2,790-86.2% |
| Participant deferral / active EE | $2,747 | $4,033-31.9% | $4,919-44.1% | $4,249-35.3% |
| Admin fee / account holder | $12,562 | $10,439+20.3% | $13,697-8.3% | $8,951+40.3% |