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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 | $162,803 | $123,793+31.5% | $177,848-8.5% | $79,856+103.9% |
| Participation rate | 39.4% | 84.7%-45.3pp | 87.7%-48.3pp | 69.6%-30.2pp |
| Annual return | 14.16% | 22.82%-8.7pp | 48.33%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $862 | $4,095-79.0% | $5,919-85.4% | $2,471-65.1% |
| Participant deferral / active EE | $3,395 | $5,956-43.0% | $7,714-56.0% | $3,741-9.2% |
| Admin fee / account holder | $947 | $7,243-86.9% | $12,431-92.4% | $5,306-82.2% |