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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 | $99,699 | $80,705+23.5% | $115,768-13.9% | $67,986+46.6% |
| Participation rate | 33.1% | 63.0%-29.9pp | 74.4%-41.3pp | 57.2%-24.1pp |
| Annual return | 15.86% | 18.49%-2.6pp | 100.46%-84.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $535 | $2,046-73.9% | $2,940-81.8% | $2,019-73.5% |
| Participant deferral / active EE | $2,606 | $3,559-26.8% | $4,917-47.0% | $3,358-22.4% |
| Admin fee / account holder | $11,817 | $4,135+185.8% | $12,439-5.0% | $3,203+268.9% |