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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 | $92,016 | $51,207+79.7% | $70,565+30.4% | $71,529+28.6% |
| Participation rate | 35.1% | 59.4%-24.2pp | 68.4%-33.2pp | 67.9%-32.8pp |
| Annual return | 21.84% | 42.71%-20.9pp | 32.79%-10.9pp | 28.97%-7.1pp |
| Employer contribution / active EE | $218 | $1,795-87.9% | $2,976-92.7% | $2,590-91.6% |
| Participant deferral / active EE | $1,968 | $3,033-35.1% | $4,568-56.9% | $4,291-54.1% |
| Admin fee / account holder | $2,741 | $2,002+36.9% | $6,430-57.4% | $1,588+72.5% |