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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 | $84,087 | $56,054+50.0% | $171,082-50.8% | $62,881+33.7% |
| Participation rate | 34.8% | 62.9%-28.1pp | 76.7%-41.9pp | 69.3%-34.5pp |
| Annual return | 5.95% | 22.52%-16.6pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $183 | $1,731-89.4% | $4,002-95.4% | $2,281-92.0% |
| Participant deferral / active EE | $2,951 | $3,158-6.6% | $4,797-38.5% | $3,203-7.9% |
| Admin fee / account holder | $867 | $3,647-76.2% | $8,520-89.8% | $4,296-79.8% |