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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 | $112,325 | $72,486+55.0% | $87,103+29.0% | $72,976+53.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 21.26% | 24.46%-3.2pp | 28.19%-6.9pp | 81.02%-59.8pp |
| Employer contribution / active EE | $430 | $1,894-77.3% | $2,521-83.0% | $2,440-82.4% |
| Participant deferral / active EE | $2,114 | $3,270-35.4% | $4,049-47.8% | $3,608-41.4% |
| Admin fee / account holder | $787 | $5,055-84.4% | $7,491-89.5% | $5,124-84.6% |