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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 | $116,666 | $85,515+36.4% | $112,040+4.1% | $67,986+71.6% |
| Participation rate | 47.3% | 68.2%-20.9pp | 76.5%-29.2pp | 57.2%-9.9pp |
| Annual return | 15.76% | 29.68%-13.9pp | 24.52%-8.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $407 | $2,191-81.4% | $2,954-86.2% | $2,019-79.9% |
| Participant deferral / active EE | $3,719 | $4,014-7.3% | $5,098-27.0% | $3,358+10.8% |
| Admin fee / account holder | $5,758 | $3,774+52.6% | $12,098-52.4% | $3,203+79.7% |