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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 | $93,344 | $52,306+78.5% | $69,779+33.8% | $62,881+48.4% |
| Participation rate | 48.1% | 67.2%-19.2pp | 71.8%-23.8pp | 69.3%-21.3pp |
| Annual return | 8.04% | 13.35%-5.3pp | 12.99%-4.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $208 | $1,799-88.4% | $2,338-91.1% | $2,281-90.9% |
| Participant deferral / active EE | $1,193 | $2,395-50.2% | $2,931-59.3% | $3,203-62.8% |
| Admin fee / account holder | $9,675 | $3,691+162.1% | $4,381+120.8% | $4,296+125.2% |