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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 | $121,729 | $97,550+24.8% | $120,344+1.2% | $87,485+39.1% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.7%-28.3pp | 68.9%-20.5pp |
| Annual return | 12.70% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $454 | $2,291-80.2% | $3,020-85.0% | $2,596-82.5% |
| Participant deferral / active EE | $3,831 | $4,230-9.4% | $5,135-25.4% | $4,274-10.4% |
| Admin fee / account holder | $33,532 | $9,543+251.4% | $12,742+163.2% | $7,775+331.3% |