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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 | $108,427 | $78,425+38.3% | $95,956+13.0% | $79,858+35.8% |
| Participation rate | 35.8% | 73.5%-37.6pp | 77.1%-41.2pp | 69.6%-33.8pp |
| Annual return | 12.28% | 19.37%-7.1pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $266 | $1,945-86.3% | $2,541-89.5% | $2,471-89.2% |
| Participant deferral / active EE | $2,048 | $3,440-40.5% | $4,167-50.8% | $3,740-45.2% |
| Admin fee / account holder | $11,517 | $5,622+104.8% | $6,797+69.4% | $5,306+117.0% |