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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 | $93,343 | $64,010+45.8% | $108,359-13.9% | $64,340+45.1% |
| Participation rate | 45.8% | 49.4%-3.6pp | 70.1%-24.3pp | 55.2%-9.5pp |
| Annual return | 14.44% | 19.74%-5.3pp | 36.89%-22.4pp | 24.14%-9.7pp |
| Employer contribution / active EE | $99 | $1,029-90.4% | $2,399-95.9% | $1,862-94.7% |
| Participant deferral / active EE | $2,830 | $2,395+18.1% | $4,137-31.6% | $2,980-5.0% |
| Admin fee / account holder | $4,301 | $4,885-12.0% | $9,741-55.8% | $3,703+16.2% |