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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 | $90,144 | $60,349+49.4% | $74,184+21.5% | $62,881+43.4% |
| Participation rate | 39.3% | 72.7%-33.4pp | 76.6%-37.3pp | 69.3%-30.0pp |
| Annual return | 6.53% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $197 | $1,680-88.3% | $2,370-91.7% | $2,281-91.4% |
| Participant deferral / active EE | $2,011 | $2,856-29.6% | $3,550-43.3% | $3,203-37.2% |
| Admin fee / account holder | $3,251 | $4,261-23.7% | $5,586-41.8% | $4,296-24.3% |