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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 | $106,700 | $67,606+57.8% | $82,313+29.6% | $70,131+52.1% |
| Participation rate | 38.3% | 72.8%-34.5pp | 76.9%-38.6pp | 69.5%-31.2pp |
| Annual return | 20.55% | 21.57%-1.0pp | 25.88%-5.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $92 | $1,755-94.8% | $2,428-96.2% | $2,342-96.1% |
| Participant deferral / active EE | $2,368 | $2,987-20.7% | $3,706-36.1% | $3,332-28.9% |
| Admin fee / account holder | $746 | $4,512-83.5% | $5,608-86.7% | $4,645-83.9% |