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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 | $106,528 | $51,283+107.7% | $95,740+11.3% | $71,511+49.0% |
| Participation rate | 49.6% | 63.1%-13.5pp | 72.3%-22.7pp | 67.9%-18.4pp |
| Annual return | 21.26% | 25.25%-4.0pp | 28.41%-7.2pp | 28.86%-7.6pp |
| Employer contribution / active EE | $342 | $1,817-81.2% | $2,836-87.9% | $2,589-86.8% |
| Participant deferral / active EE | $2,970 | $3,365-11.7% | $4,244-30.0% | $4,291-30.8% |
| Admin fee / account holder | $4,044 | $1,135+256.3% | $5,676-28.8% | $1,588+154.6% |