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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 | $115,730 | $64,734+78.8% | $90,796+27.5% | $64,097+80.6% |
| Participation rate | 34.6% | 53.2%-18.6pp | 69.5%-34.9pp | 55.2%-20.6pp |
| Annual return | 12.88% | 17.77%-4.9pp | 19.29%-6.4pp | 34.64%-21.8pp |
| Employer contribution / active EE | $313 | $1,703-81.6% | $2,294-86.4% | $1,891-83.5% |
| Participant deferral / active EE | $3,072 | $2,629+16.8% | $3,822-19.6% | $3,080-0.2% |
| Admin fee / account holder | $4,923 | $3,474+41.7% | $7,024-29.9% | $3,454+42.5% |