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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 | $105,298 | $81,504+29.2% | $102,437+2.8% | $80,959+30.1% |
| Participation rate | 45.2% | 66.9%-21.7pp | 74.5%-29.3pp | 67.7%-22.5pp |
| Annual return | 14.56% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $54 | $3,104-98.3% | $3,871-98.6% | $2,757-98.0% |
| Participant deferral / active EE | $5,258 | $3,871+35.8% | $5,060+3.9% | $4,300+22.3% |
| Admin fee / account holder | $2,622 | $6,719-61.0% | $8,388-68.7% | $6,925-62.1% |