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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 | $134,907 | $101,950+32.3% | $125,529+7.5% | $86,983+55.1% |
| Participation rate | 43.4% | 70.2%-26.8pp | 74.7%-31.3pp | 69.5%-26.1pp |
| Annual return | 13.39% | 18.29%-4.9pp | 202.56%-189.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $381 | $2,358-83.9% | $3,058-87.5% | $2,584-85.3% |
| Participant deferral / active EE | $3,173 | $3,862-17.8% | $4,813-34.1% | $4,194-24.3% |
| Admin fee / account holder | $8,307 | $12,791-35.1% | $16,298-49.0% | $7,856+5.7% |