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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 | $99,445 | $65,364+52.1% | $92,909+7.0% | $72,975+36.3% |
| Participation rate | 42.3% | 68.3%-26.1pp | 76.0%-33.8pp | 69.5%-27.2pp |
| Annual return | 22.44% | 42.11%-19.7pp | 109.44%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $387 | $2,594-85.1% | $3,653-89.4% | $2,440-84.1% |
| Participant deferral / active EE | $2,577 | $3,128-17.6% | $4,238-39.2% | $3,608-28.6% |
| Admin fee / account holder | $3,448 | $4,251-18.9% | $5,795-40.5% | $5,124-32.7% |