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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 | $128,979 | $100,194+28.7% | $122,979+4.9% | $86,983+48.3% |
| Participation rate | 27.6% | 73.0%-45.3pp | 77.2%-49.6pp | 69.5%-41.9pp |
| Annual return | 12.69% | 16.47%-3.8pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $340 | $2,326-85.4% | $3,062-88.9% | $2,584-86.8% |
| Participant deferral / active EE | $2,161 | $4,133-47.7% | $5,003-56.8% | $4,194-48.5% |
| Admin fee / account holder | $3,691 | $10,148-63.6% | $12,864-71.3% | $7,856-53.0% |