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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 | $105,890 | $72,492+46.1% | $87,104+21.6% | $72,975+45.1% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 22.84% | 24.46%-1.6pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $411 | $1,894-78.3% | $2,521-83.7% | $2,440-83.1% |
| Participant deferral / active EE | $2,489 | $3,270-23.9% | $4,048-38.5% | $3,608-31.0% |
| Admin fee / account holder | $2,075 | $5,055-59.0% | $7,491-72.3% | $5,124-59.5% |