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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 | $111,420 | $72,269+54.2% | $101,271+10.0% | $79,852+39.5% |
| Participation rate | 46.9% | 68.5%-21.6pp | 75.8%-28.9pp | 69.6%-22.8pp |
| Annual return | 10.86% | 22.29%-11.4pp | 46.48%-35.6pp | 31.72%-20.9pp |
| Employer contribution / active EE | $390 | $2,692-85.5% | $3,660-89.3% | $2,471-84.2% |
| Participant deferral / active EE | $2,695 | $3,282-17.9% | $4,371-38.3% | $3,740-27.9% |
| Admin fee / account holder | $1,657 | $4,401-62.4% | $5,948-72.1% | $5,306-68.8% |