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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 | $106,813 | $90,170+18.5% | $150,734-29.1% | $69,733+53.2% |
| Participation rate | 46.1% | 60.2%-14.1pp | 78.4%-32.3pp | 62.5%-16.4pp |
| Annual return | 13.09% | 16.56%-3.5pp | 600.81%-587.7pp | 15.22%-2.1pp |
| Employer contribution / active EE | $181 | $3,428-94.7% | $4,918-96.3% | $2,250-91.9% |
| Participant deferral / active EE | $1,814 | $3,086-41.2% | $5,610-67.7% | $3,054-40.6% |
| Admin fee / account holder | $6,869 | $4,600+49.3% | $14,905-53.9% | $3,102+121.4% |