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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 | $134,917 | $109,359+23.4% | $162,185-16.8% | $72,976+84.9% |
| Participation rate | 39.4% | 84.3%-44.9pp | 87.6%-48.2pp | 69.5%-30.1pp |
| Annual return | 18.75% | 25.46%-6.7pp | 115.61%-96.9pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,026 | $3,907-73.7% | $5,613-81.7% | $2,440-58.0% |
| Participant deferral / active EE | $3,608 | $5,481-34.2% | $7,297-50.6% | $3,6080% |
| Admin fee / account holder | $751 | $7,972-90.6% | $10,844-93.1% | $5,124-85.3% |