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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 | $124,051 | $89,259+39.0% | $107,187+15.7% | $82,637+50.1% |
| Participation rate | 43.2% | 67.9%-24.7pp | 75.0%-31.8pp | 68.1%-24.8pp |
| Annual return | 14.55% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $497 | $3,080-83.9% | $3,782-86.9% | $2,552-80.5% |
| Participant deferral / active EE | $3,644 | $4,037-9.7% | $5,096-28.5% | $4,126-11.7% |
| Admin fee / account holder | $3,153 | $7,381-57.3% | $9,162-65.6% | $7,339-57.0% |