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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 | $115,749 | $80,763+43.3% | $102,412+13.0% | $74,459+55.5% |
| Participation rate | 20.1% | 65.7%-45.5pp | 74.5%-54.4pp | 67.2%-47.1pp |
| Annual return | 14.07% | 27.57%-13.5pp | 24.94%-10.9pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $643 | $3,160-79.7% | $3,870-83.4% | $2,626-75.5% |
| Participant deferral / active EE | $1,942 | $3,862-49.7% | $5,060-61.6% | $4,350-55.4% |
| Admin fee / account holder | $1,531 | $2,371-35.4% | $8,388-81.7% | $1,945-21.3% |