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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 | $100,404 | $77,638+29.3% | $156,551-35.9% | $62,881+59.7% |
| Participation rate | 39.3% | 71.2%-31.9pp | 84.0%-44.7pp | 69.3%-30.0pp |
| Annual return | 6.92% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $179 | $3,444-94.8% | $5,501-96.8% | $2,281-92.2% |
| Participant deferral / active EE | $2,525 | $3,046-17.1% | $4,871-48.2% | $3,203-21.2% |
| Admin fee / account holder | $17,072 | $5,561+207.0% | $13,028+31.0% | $4,296+297.4% |