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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 | $124,791 | $78,690+58.6% | $161,489-22.7% | $87,485+42.6% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 14.08% | 32.74%-18.7pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $306 | $2,588-88.2% | $4,268-92.8% | $2,596-88.2% |
| Participant deferral / active EE | $2,100 | $3,311-36.6% | $5,630-62.7% | $4,274-50.9% |
| Admin fee / account holder | $2,346 | $6,724-65.1% | $16,006-85.3% | $7,775-69.8% |