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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 | $95,284 | $55,902+70.4% | $76,030+25.3% | $80,959+17.7% |
| Participation rate | 28.9% | 62.1%-33.1pp | 69.1%-40.1pp | 67.7%-38.7pp |
| Annual return | 16.87% | 20.59%-3.7pp | 361.54%-344.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $119 | $1,867-93.6% | $2,688-95.6% | $2,757-95.7% |
| Participant deferral / active EE | $1,188 | $3,051-61.1% | $4,257-72.1% | $4,300-72.4% |
| Admin fee / account holder | $5,967 | $5,239+13.9% | $6,421-7.1% | $6,925-13.8% |