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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 | $81,334+43.4% | $113,397+2.9% | $64,097+82.0% |
| Participation rate | 47.3% | 65.6%-18.4pp | 76.5%-29.2pp | 55.2%-7.9pp |
| Annual return | 15.76% | 32.50%-16.7pp | 23.20%-7.4pp | 34.64%-18.9pp |
| Employer contribution / active EE | $407 | $2,077-80.4% | $2,977-86.3% | $1,891-78.5% |
| Participant deferral / active EE | $3,719 | $3,795-2.0% | $5,076-26.7% | $3,080+20.8% |
| Admin fee / account holder | $5,758 | $4,208+36.8% | $11,957-51.8% | $3,454+66.7% |