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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 | $132,963 | $78,707+68.9% | $117,861+12.8% | $70,126+89.6% |
| Participation rate | 30.8% | 73.2%-42.4pp | 79.7%-48.9pp | 69.5%-38.8pp |
| Annual return | 19.05% | 23.30%-4.2pp | 335.11%-316.1pp | 73.15%-54.1pp |
| Employer contribution / active EE | $392 | $2,223-82.4% | $3,786-89.6% | $2,343-83.3% |
| Participant deferral / active EE | $2,344 | $3,297-28.9% | $4,482-47.7% | $3,332-29.6% |
| Admin fee / account holder | $3,282 | $5,066-35.2% | $8,021-59.1% | $4,645-29.4% |