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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 | $93,642 | $80,705+16.0% | $115,768-19.1% | $67,986+37.7% |
| Participation rate | 42.9% | 63.0%-20.0pp | 74.4%-31.5pp | 57.2%-14.3pp |
| Annual return | 15.65% | 18.49%-2.8pp | 100.46%-84.8pp | 31.67%-16.0pp |
| Employer contribution / active EE | $358 | $2,046-82.5% | $2,940-87.8% | $2,019-82.3% |
| Participant deferral / active EE | $3,179 | $3,559-10.7% | $4,917-35.3% | $3,358-5.3% |
| Admin fee / account holder | $17,654 | $4,135+326.9% | $12,439+41.9% | $3,203+451.1% |