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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 | $121,071 | $79,955+51.4% | $98,461+23.0% | $75,173+61.1% |
| Participation rate | 35.4% | 70.4%-34.9pp | 75.2%-39.7pp | 67.2%-31.8pp |
| Annual return | 24.40% | 19.75%+4.7pp | 21.17%+3.2pp | 160.72%-136.3pp |
| Employer contribution / active EE | $209 | $2,264-90.8% | $3,049-93.1% | $2,671-92.2% |
| Participant deferral / active EE | $2,262 | $3,752-39.7% | $4,738-52.3% | $4,126-45.2% |
| Admin fee / account holder | $2,451 | $6,841-64.2% | $8,961-72.6% | $5,651-56.6% |