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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 | $94,446 | $62,672+50.7% | $185,117-49.0% | $70,126+34.7% |
| Participation rate | 43.4% | 63.8%-20.4pp | 77.3%-33.9pp | 69.5%-26.1pp |
| Annual return | 17.94% | 40.79%-22.9pp | 40.50%-22.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $148 | $1,753-91.6% | $4,182-96.5% | $2,343-93.7% |
| Participant deferral / active EE | $2,128 | $3,272-34.9% | $5,045-57.8% | $3,332-36.1% |
| Admin fee / account holder | $463 | $3,932-88.2% | $8,159-94.3% | $4,645-90.0% |