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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 | $104,990 | $73,787+42.3% | $98,716+6.4% | $82,448+27.3% |
| Participation rate | 43.1% | 61.4%-18.3pp | 69.3%-26.2pp | 68.1%-25.0pp |
| Annual return | 12.48% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $205 | $1,511-86.4% | $2,279-91.0% | $2,551-92.0% |
| Participant deferral / active EE | $1,341 | $3,081-56.5% | $4,048-66.9% | $4,139-67.6% |
| Admin fee / account holder | $13,451 | $6,500+106.9% | $8,703+54.6% | $7,234+85.9% |