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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 | $110,878 | $71,057+56.0% | $93,654+18.4% | $80,874+37.1% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.6%-31.9pp |
| Annual return | 25.03% | 11.26%+13.8pp | 133.34%-108.3pp | 35.62%-10.6pp |
| Employer contribution / active EE | $362 | $1,564-76.9% | $2,421-85.1% | $2,756-86.9% |
| Participant deferral / active EE | $1,339 | $4,034-66.8% | $4,413-69.7% | $4,297-68.8% |
| Admin fee / account holder | $6,610 | $6,944-4.8% | $8,282-20.2% | $6,935-4.7% |