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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 | $93,663 | $76,112+23.1% | $96,534-3.0% | $71,511+31.0% |
| Participation rate | 53.2% | 74.4%-21.2pp | 76.0%-22.8pp | 67.9%-14.7pp |
| Annual return | 15.15% | 22.81%-7.7pp | 25.88%-10.7pp | 28.86%-13.7pp |
| Employer contribution / active EE | $536 | $2,248-76.2% | $2,965-81.9% | $2,589-79.3% |
| Participant deferral / active EE | $2,556 | $4,217-39.4% | $4,851-47.3% | $4,291-40.4% |
| Admin fee / account holder | $6,196 | $2,708+128.8% | $8,253-24.9% | $1,588+290.1% |