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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 | $110,754 | $79,955+38.5% | $98,450+12.5% | $75,181+47.3% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.2%-26.6pp | 67.2%-18.6pp |
| Annual return | 14.90% | 19.75%-4.9pp | 21.16%-6.3pp | 160.69%-145.8pp |
| Employer contribution / active EE | $336 | $2,264-85.1% | $3,049-89.0% | $2,671-87.4% |
| Participant deferral / active EE | $2,163 | $3,752-42.4% | $4,739-54.4% | $4,126-47.6% |
| Admin fee / account holder | $6,484 | $6,841-5.2% | $8,961-27.6% | $5,650+14.8% |