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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 | $100,611 | $52,884+90.2% | $84,753+18.7% | $55,167+82.4% |
| Participation rate | 42.2% | 67.5%-25.3pp | 76.6%-34.4pp | 69.0%-26.8pp |
| Annual return | 7.92% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $240 | $2,233-89.2% | $3,574-93.3% | $1,963-87.8% |
| Participant deferral / active EE | $3,510 | $2,644+32.8% | $3,712-5.4% | $3,054+14.9% |
| Admin fee / account holder | $3,052 | $581+425.5% | $5,333-42.8% | $504+505.6% |