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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 | $86,022 | $76,551+12.4% | $123,894-30.6% | $62,881+36.8% |
| Participation rate | 48.3% | 73.0%-24.6pp | 81.4%-33.1pp | 69.3%-21.0pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $270 | $2,882-90.6% | $4,617-94.2% | $2,281-88.2% |
| Participant deferral / active EE | $3,817 | $4,840-21.1% | $5,984-36.2% | $3,203+19.2% |
| Admin fee / account holder | $18,255 | $4,826+278.3% | $8,357+118.4% | $4,296+325.0% |