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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 | $96,458 | $70,684+36.5% | $169,390-43.1% | $75,173+28.3% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.2%-37.2pp | 67.2%-27.2pp |
| Annual return | 15.97% | 36.38%-20.4pp | 406.07%-390.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $378 | $2,211-82.9% | $4,013-90.6% | $2,671-85.8% |
| Participant deferral / active EE | $3,202 | $4,310-25.7% | $6,222-48.5% | $4,126-22.4% |
| Admin fee / account holder | $1,330 | $5,404-75.4% | $9,015-85.2% | $5,651-76.5% |