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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 | $112,490 | $87,132+29.1% | $105,624+6.5% | $80,959+38.9% |
| Participation rate | 37.1% | 70.4%-33.3pp | 75.3%-38.1pp | 67.7%-30.5pp |
| Annual return | 27.52% | 17.03%+10.5pp | 116.20%-88.7pp | 35.67%-8.2pp |
| Employer contribution / active EE | $273 | $2,397-88.6% | $3,168-91.4% | $2,757-90.1% |
| Participant deferral / active EE | $2,845 | $3,985-28.6% | $5,013-43.2% | $4,300-33.8% |
| Admin fee / account holder | $17,468 | $8,449+106.8% | $10,961+59.4% | $6,925+152.2% |