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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 | $86,443 | $48,364+78.7% | $71,796+20.4% | $62,881+37.5% |
| Participation rate | 39.1% | 60.6%-21.5pp | 69.1%-30.0pp | 69.3%-30.2pp |
| Annual return | 7.72% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $93 | $1,042-91.1% | $1,924-95.2% | $2,281-95.9% |
| Participant deferral / active EE | $3,199 | $2,091+53.0% | $2,794+14.5% | $3,203-0.1% |
| Admin fee / account holder | $2,806 | $3,771-25.6% | $4,815-41.7% | $4,296-34.7% |