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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 | $117,266 | $95,404+22.9% | $113,397+3.4% | $82,637+41.9% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.5%-38.3pp | 68.1%-29.8pp |
| Annual return | 16.39% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $397 | $2,307-82.8% | $2,977-86.7% | $2,552-84.4% |
| Participant deferral / active EE | $2,716 | $4,220-35.6% | $5,076-46.5% | $4,126-34.2% |
| Admin fee / account holder | $70,673 | $9,168+670.9% | $11,957+491.1% | $7,339+863.0% |