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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 | $125,386 | $101,795+23.2% | $165,100-24.1% | $80,959+54.9% |
| Participation rate | 44.7% | 71.8%-27.1pp | 78.6%-33.9pp | 67.7%-23.0pp |
| Annual return | 11.53% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.1pp |
| Employer contribution / active EE | $229 | $2,954-92.2% | $4,348-94.7% | $2,757-91.7% |
| Participant deferral / active EE | $3,700 | $4,476-17.3% | $6,035-38.7% | $4,300-14.0% |
| Admin fee / account holder | $34,538 | $8,221+320.1% | $12,696+172.1% | $6,925+398.7% |