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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 | $115,468 | $95,904+20.4% | $173,730-33.5% | $64,340+79.5% |
| Participation rate | 37.7% | 60.6%-22.9pp | 79.6%-41.8pp | 55.2%-17.5pp |
| Annual return | 18.31% | 17.47%+0.8pp | 19.96%-1.6pp | 24.14%-5.8pp |
| Employer contribution / active EE | $45 | $2,323-98.1% | $4,577-99.0% | $1,862-97.6% |
| Participant deferral / active EE | $1,736 | $3,488-50.2% | $6,326-72.6% | $2,980-41.7% |
| Admin fee / account holder | $5,494 | $5,089+8.0% | $17,523-68.6% | $3,703+48.4% |