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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 | $86,922+27.7% | $102,438+8.4% | $80,874+37.3% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.6%-22.7pp |
| Annual return | 11.22% | 18.90%-7.7pp | 29.37%-18.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $215 | $2,369-90.9% | $3,024-92.9% | $2,756-92.2% |
| Participant deferral / active EE | $2,627 | $4,119-36.2% | $5,054-48.0% | $4,297-38.9% |
| Admin fee / account holder | $9,980 | $8,050+24.0% | $9,448+5.6% | $6,935+43.9% |