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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 | $119,520 | $76,834+55.6% | $108,359+10.3% | $87,485+36.6% |
| Participation rate | 51.2% | 61.7%-10.5pp | 70.1%-18.9pp | 68.9%-17.7pp |
| Annual return | 16.88% | 19.09%-2.2pp | 36.89%-20.0pp | 26.06%-9.2pp |
| Employer contribution / active EE | $84 | $1,556-94.6% | $2,399-96.5% | $2,596-96.8% |
| Participant deferral / active EE | $5,122 | $3,100+65.2% | $4,137+23.8% | $4,274+19.9% |
| Admin fee / account holder | $5,734 | $6,537-12.3% | $9,741-41.1% | $7,775-26.2% |