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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 | $92,647 | $56,544+63.8% | $75,501+22.7% | $70,126+32.1% |
| Participation rate | 29.0% | 68.1%-39.1pp | 72.4%-43.4pp | 69.5%-40.6pp |
| Annual return | 14.17% | 23.59%-9.4pp | 27.35%-13.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $310 | $1,817-82.9% | $2,352-86.8% | $2,343-86.8% |
| Participant deferral / active EE | $2,584 | $2,580+0.2% | $3,142-17.8% | $3,332-22.4% |
| Admin fee / account holder | $1,548 | $3,827-59.5% | $5,801-73.3% | $4,645-66.7% |