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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 | $128,389 | $67,894+89.1% | $89,340+43.7% | $82,448+55.7% |
| Participation rate | 39.7% | 64.0%-24.4pp | 69.6%-29.9pp | 68.1%-28.4pp |
| Annual return | 14.48% | 19.21%-4.7pp | 20.57%-6.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $343 | $1,828-81.3% | $2,231-84.6% | $2,551-86.6% |
| Participant deferral / active EE | $2,410 | $3,072-21.6% | $3,823-37.0% | $4,139-41.8% |
| Admin fee / account holder | $28,934 | $5,723+405.6% | $6,704+331.6% | $7,234+299.9% |