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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 | $120,983 | $65,027+86.0% | $90,970+33.0% | $79,852+51.5% |
| Participation rate | 42.5% | 61.6%-19.1pp | 69.0%-26.5pp | 69.6%-27.1pp |
| Annual return | 11.09% | 30.45%-19.4pp | 134.58%-123.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $112 | $1,247-91.0% | $2,122-94.7% | $2,471-95.5% |
| Participant deferral / active EE | $3,907 | $2,512+55.5% | $3,373+15.8% | $3,740+4.4% |
| Admin fee / account holder | $13,840 | $4,535+205.2% | $5,960+132.2% | $5,306+160.8% |