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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 | $72,607+76.8% | $90,259+42.2% | $87,485+46.8% |
| Participation rate | 39.7% | 64.8%-25.1pp | 70.7%-31.1pp | 68.9%-29.2pp |
| Annual return | 14.48% | 18.59%-4.1pp | 18.88%-4.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $343 | $1,919-82.2% | $2,291-85.1% | $2,596-86.8% |
| Participant deferral / active EE | $2,410 | $3,055-21.1% | $3,827-37.0% | $4,274-43.6% |
| Admin fee / account holder | $28,934 | $5,947+386.6% | $7,267+298.1% | $7,775+272.1% |