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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 | $90,797 | $67,602+34.3% | $82,312+10.3% | $70,126+29.5% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 17.40% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $51 | $1,755-97.1% | $2,428-97.9% | $2,343-97.8% |
| Participant deferral / active EE | $3,508 | $2,987+17.4% | $3,706-5.4% | $3,332+5.3% |
| Admin fee / account holder | $613 | $4,512-86.4% | $5,608-89.1% | $4,645-86.8% |