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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 | $143,668 | $76,696+87.3% | $96,538+48.8% | $71,529+100.9% |
| Participation rate | 34.6% | 66.6%-32.0pp | 74.3%-39.8pp | 67.9%-33.4pp |
| Annual return | 19.37% | 48.32%-28.9pp | 35.74%-16.4pp | 28.97%-9.6pp |
| Employer contribution / active EE | $539 | $3,032-82.2% | $3,740-85.6% | $2,590-79.2% |
| Participant deferral / active EE | $2,085 | $3,770-44.7% | $4,880-57.3% | $4,291-51.4% |
| Admin fee / account holder | $7,082 | $2,030+248.9% | $6,737+5.1% | $1,588+345.8% |