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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 | $104,216 | $71,197+46.4% | $93,669+11.3% | $80,925+28.8% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.1pp | 67.7%-26.0pp |
| Annual return | 10.20% | 11.27%-1.1pp | 133.59%-123.4pp | 35.65%-25.4pp |
| Employer contribution / active EE | $288 | $1,565-81.6% | $2,424-88.1% | $2,756-89.5% |
| Participant deferral / active EE | $2,133 | $4,036-47.2% | $4,416-51.7% | $4,299-50.4% |
| Admin fee / account holder | $6,520 | $6,959-6.3% | $8,291-21.4% | $6,940-6.1% |