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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 | $89,514 | $56,054+59.7% | $171,082-47.7% | $62,881+42.4% |
| Participation rate | 59.1% | 62.9%-3.8pp | 76.7%-17.6pp | 69.3%-10.2pp |
| Annual return | 9.07% | 22.52%-13.5pp | 32.56%-23.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $242 | $1,731-86.0% | $4,002-94.0% | $2,281-89.4% |
| Participant deferral / active EE | $4,922 | $3,158+55.9% | $4,797+2.6% | $3,203+53.7% |
| Admin fee / account holder | $734 | $3,647-79.9% | $8,520-91.4% | $4,296-82.9% |