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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 | $112,930 | $63,845+76.9% | $81,370+38.8% | $80,959+39.5% |
| Participation rate | 47.2% | 63.9%-16.7pp | 69.5%-22.4pp | 67.7%-20.5pp |
| Annual return | 13.65% | 16.37%-2.7pp | 24.85%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $310 | $1,980-84.3% | $2,464-87.4% | $2,757-88.7% |
| Participant deferral / active EE | $3,341 | $3,093+8.0% | $3,885-14.0% | $4,300-22.3% |
| Admin fee / account holder | $3,348 | $5,688-41.1% | $5,749-41.8% | $6,925-51.7% |