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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 | $100,475 | $57,073+76.0% | $85,126+18.0% | $80,925+24.2% |
| Participation rate | 42.3% | 56.4%-14.1pp | 67.5%-25.2pp | 67.7%-25.4pp |
| Annual return | 15.69% | 21.69%-6.0pp | 66.63%-50.9pp | 35.65%-20.0pp |
| Employer contribution / active EE | $248 | $1,801-86.2% | $2,731-90.9% | $2,756-91.0% |
| Participant deferral / active EE | $1,348 | $3,113-56.7% | $4,523-70.2% | $4,299-68.6% |
| Admin fee / account holder | $731 | $4,988-85.3% | $6,160-88.1% | $6,940-89.5% |