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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 | $90,307 | $71,208+26.8% | $93,681-3.6% | $80,911+11.6% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.4pp | 67.6%-35.3pp |
| Annual return | 11.33% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $311 | $1,564-80.1% | $2,422-87.2% | $2,756-88.7% |
| Participant deferral / active EE | $1,875 | $4,035-53.5% | $4,415-57.5% | $4,297-56.4% |
| Admin fee / account holder | $14,690 | $6,951+111.3% | $8,290+77.2% | $6,935+111.8% |