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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 | $65,246+43.1% | $98,716-5.4% | $67,986+37.3% |
| Participation rate | 45.8% | 51.4%-5.6pp | 69.3%-23.5pp | 57.2%-11.4pp |
| Annual return | 14.44% | 20.58%-6.1pp | 31.81%-17.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $99 | $1,042-90.5% | $2,279-95.6% | $2,019-95.1% |
| Participant deferral / active EE | $2,830 | $2,594+9.1% | $4,048-30.1% | $3,358-15.7% |
| Admin fee / account holder | $4,301 | $4,561-5.7% | $8,703-50.6% | $3,203+34.3% |