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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 | $121,051 | $60,349+100.6% | $74,184+63.2% | $62,881+92.5% |
| Participation rate | 55.4% | 72.7%-17.4pp | 76.6%-21.3pp | 69.3%-13.9pp |
| Annual return | 5.84% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $261 | $1,680-84.5% | $2,370-89.0% | $2,281-88.5% |
| Participant deferral / active EE | $3,009 | $2,856+5.3% | $3,550-15.2% | $3,203-6.1% |
| Admin fee / account holder | $8,491 | $4,261+99.3% | $5,586+52.0% | $4,296+97.7% |