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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 | $94,534 | $67,411+40.2% | $91,004+3.9% | $70,126+34.8% |
| Participation rate | 61.9% | 71.4%-9.5pp | 75.6%-13.7pp | 69.5%-7.7pp |
| Annual return | 17.81% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $305 | $1,786-82.9% | $2,456-87.6% | $2,343-87.0% |
| Participant deferral / active EE | $3,199 | $2,823+13.3% | $3,548-9.8% | $3,332-4.0% |
| Admin fee / account holder | $8,531 | $4,236+101.4% | $5,417+57.5% | $4,645+83.6% |