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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 | $108,393 | $78,428+38.2% | $95,960+13.0% | $79,852+35.7% |
| Participation rate | 42.6% | 73.5%-30.8pp | 77.1%-34.4pp | 69.6%-27.0pp |
| Annual return | 18.02% | 19.37%-1.4pp | 91.63%-73.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $307 | $1,945-84.2% | $2,541-87.9% | $2,471-87.6% |
| Participant deferral / active EE | $1,640 | $3,440-52.3% | $4,167-60.6% | $3,740-56.2% |
| Admin fee / account holder | $1,300 | $5,622-76.9% | $6,797-80.9% | $5,306-75.5% |