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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 | $99,008 | $74,535+32.8% | $100,712-1.7% | $82,637+19.8% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 14.38% | 18.92%-4.5pp | 33.27%-18.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $292 | $1,503-80.6% | $2,313-87.4% | $2,552-88.6% |
| Participant deferral / active EE | $2,548 | $3,074-17.1% | $4,085-37.6% | $4,126-38.2% |
| Admin fee / account holder | $7,720 | $6,576+17.4% | $9,256-16.6% | $7,339+5.2% |