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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 | $103,515 | $86,922+19.1% | $102,438+1.1% | $80,874+28.0% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.6%-22.7pp |
| Annual return | 13.07% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $169 | $2,369-92.9% | $3,024-94.4% | $2,756-93.9% |
| Participant deferral / active EE | $2,066 | $4,119-49.8% | $5,054-59.1% | $4,297-51.9% |
| Admin fee / account holder | $4,514 | $8,050-43.9% | $9,448-52.2% | $6,935-34.9% |