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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 | $112,285 | $63,314+77.3% | $91,004+23.4% | $62,293+80.3% |
| Participation rate | 61.2% | 73.3%-12.2pp | 75.6%-14.4pp | 69.5%-8.4pp |
| Annual return | 14.43% | 21.00%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $381 | $1,807-78.9% | $2,456-84.5% | $2,042-81.3% |
| Participant deferral / active EE | $1,990 | $2,944-32.4% | $3,548-43.9% | $3,169-37.2% |
| Admin fee / account holder | $3,928 | $468+740.0% | $5,417-27.5% | $479+719.4% |