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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 | $109,272 | $79,961+36.7% | $98,462+11.0% | $75,177+45.4% |
| Participation rate | 35.5% | 70.4%-34.9pp | 75.2%-39.7pp | 67.2%-31.7pp |
| Annual return | 19.83% | 19.75%+0.1pp | 21.17%-1.3pp | 160.75%-140.9pp |
| Employer contribution / active EE | $252 | $2,264-88.9% | $3,049-91.7% | $2,671-90.5% |
| Participant deferral / active EE | $2,259 | $3,753-39.8% | $4,738-52.3% | $4,126-45.2% |
| Admin fee / account holder | $624 | $6,842-90.9% | $8,875-93.0% | $5,651-89.0% |