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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 | $113,279 | $67,602+67.6% | $82,312+37.6% | $70,126+61.5% |
| Participation rate | 50.6% | 72.8%-22.2pp | 76.9%-26.3pp | 69.5%-19.0pp |
| Annual return | 19.50% | 21.57%-2.1pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $291 | $1,755-83.4% | $2,428-88.0% | $2,343-87.6% |
| Participant deferral / active EE | $2,242 | $2,987-24.9% | $3,706-39.5% | $3,332-32.7% |
| Admin fee / account holder | $4,627 | $4,512+2.5% | $5,608-17.5% | $4,645-0.4% |