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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 | $110,847 | $106,749+3.8% | $145,433-23.8% | $82,448+34.4% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 19.07% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $562 | $3,444-83.7% | $4,554-87.7% | $2,551-78.0% |
| Participant deferral / active EE | $4,378 | $6,519-32.8% | $7,897-44.6% | $4,139+5.8% |
| Admin fee / account holder | $465 | $8,390-94.5% | $13,129-96.5% | $7,234-93.6% |