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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 | $111,042 | $86,949+27.7% | $102,460+8.4% | $80,959+37.2% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.7%-22.8pp |
| Annual return | 11.22% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $215 | $2,370-90.9% | $3,025-92.9% | $2,757-92.2% |
| Participant deferral / active EE | $2,627 | $4,121-36.3% | $5,056-48.0% | $4,300-38.9% |
| Admin fee / account holder | $9,980 | $8,048+24.0% | $9,460+5.5% | $6,925+44.1% |