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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 | $109,585 | $103,024+6.4% | $112,040-2.2% | $79,634+37.6% |
| Participation rate | 34.8% | 80.6%-45.8pp | 76.5%-41.7pp | 62.5%-27.7pp |
| Annual return | 13.64% | 17.60%-4.0pp | 24.52%-10.9pp | 36.46%-22.8pp |
| Employer contribution / active EE | $642 | $3,015-78.7% | $2,954-78.3% | $2,529-74.6% |
| Participant deferral / active EE | $3,630 | $5,233-30.6% | $5,098-28.8% | $3,835-5.3% |
| Admin fee / account holder | $4,136 | $465+789.6% | $12,098-65.8% | $1,002+312.8% |