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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 | $83,483 | $41,377+101.8% | $109,313-23.6% | $62,881+32.8% |
| Participation rate | 46.5% | 57.5%-11.0pp | 71.3%-24.8pp | 69.3%-22.8pp |
| Annual return | 11.68% | 11.05%+0.6pp | 22.07%-10.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $211 | $1,276-83.5% | $3,892-94.6% | $2,281-90.7% |
| Participant deferral / active EE | $2,819 | $2,045+37.9% | $3,166-11.0% | $3,203-12.0% |
| Admin fee / account holder | $5,684 | $2,884+97.1% | $5,666+0.3% | $4,296+32.3% |