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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 | $133,112 | $106,247+25.3% | $96,515+37.9% | $139,466-4.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 12.87% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $628 | $4,106-84.7% | $3,740-83.2% | $4,754-86.8% |
| Participant deferral / active EE | $1,638 | $5,456-70.0% | $4,880-66.4% | $6,712-75.6% |
| Admin fee / account holder | $11,047 | $7,885+40.1% | $6,735+64.0% | $11,409-3.2% |