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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 | $110,033 | $91,439+20.3% | $135,974-19.1% | $71,511+53.9% |
| Participation rate | 32.1% | 75.7%-43.5pp | 81.9%-49.8pp | 67.9%-35.8pp |
| Annual return | 18.75% | 29.90%-11.1pp | 68.30%-49.6pp | 28.86%-10.1pp |
| Employer contribution / active EE | $361 | $3,705-90.3% | $4,859-92.6% | $2,589-86.1% |
| Participant deferral / active EE | $6,459 | $7,093-8.9% | $7,760-16.8% | $4,291+50.5% |
| Admin fee / account holder | $7,732 | $1,267+510.4% | $10,767-28.2% | $1,588+386.7% |