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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 | $119,805 | $65,364+83.3% | $92,909+28.9% | $72,975+64.2% |
| Participation rate | 53.0% | 68.3%-15.3pp | 76.0%-23.0pp | 69.5%-16.5pp |
| Annual return | 19.85% | 42.11%-22.3pp | 109.44%-89.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $489 | $2,594-81.2% | $3,653-86.6% | $2,440-80.0% |
| Participant deferral / active EE | $3,241 | $3,128+3.6% | $4,238-23.5% | $3,608-10.2% |
| Admin fee / account holder | $2,363 | $4,251-44.4% | $5,795-59.2% | $5,124-53.9% |