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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 | $105,656 | $101,795+3.8% | $165,100-36.0% | $80,959+30.5% |
| Participation rate | 37.7% | 71.8%-34.1pp | 78.6%-40.9pp | 67.7%-29.9pp |
| Annual return | 14.79% | 16.73%-1.9pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $570 | $2,954-80.7% | $4,348-86.9% | $2,757-79.3% |
| Participant deferral / active EE | $3,802 | $4,476-15.0% | $6,035-37.0% | $4,300-11.6% |
| Admin fee / account holder | $13,697 | $8,221+66.6% | $12,696+7.9% | $6,925+97.8% |