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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 | $93,333 | $54,541+71.1% | $78,778+18.5% | $70,126+33.1% |
| Participation rate | 53.8% | 60.8%-7.0pp | 69.2%-15.4pp | 69.5%-15.8pp |
| Annual return | 15.20% | 21.07%-5.9pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $92 | $1,089-91.5% | $1,986-95.4% | $2,343-96.1% |
| Participant deferral / active EE | $2,563 | $2,210+16.0% | $2,958-13.4% | $3,332-23.1% |
| Admin fee / account holder | $5,958 | $3,709+60.7% | $5,134+16.1% | $4,645+28.3% |