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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 | $128,380 | $59,839+114.5% | $81,988+56.6% | $79,858+60.8% |
| Participation rate | 53.5% | 61.6%-8.1pp | 69.3%-15.8pp | 69.6%-16.1pp |
| Annual return | 22.05% | 17.56%+4.5pp | 41.31%-19.3pp | 31.72%-9.7pp |
| Employer contribution / active EE | $111 | $1,713-93.5% | $2,498-95.6% | $2,471-95.5% |
| Participant deferral / active EE | $1,584 | $2,695-41.2% | $3,722-57.5% | $3,740-57.7% |
| Admin fee / account holder | $6,472 | $4,287+50.9% | $5,665+14.2% | $5,306+22.0% |