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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 | $71,230+55.7% | $93,727+18.3% | $80,959+37.0% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.7%-31.9pp |
| Annual return | 25.03% | 11.26%+13.8pp | 133.83%-108.8pp | 35.67%-10.6pp |
| Employer contribution / active EE | $362 | $1,565-76.9% | $2,421-85.1% | $2,757-86.9% |
| Participant deferral / active EE | $1,339 | $4,037-66.8% | $4,417-69.7% | $4,300-68.9% |
| Admin fee / account holder | $6,610 | $6,961-5.0% | $8,292-20.3% | $6,925-4.6% |