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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 | $169,403 | $87,060+94.6% | $105,591+60.4% | $80,911+109.4% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.6%-46.4pp |
| Annual return | 13.52% | 17.05%-3.5pp | 116.43%-102.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $634 | $2,396-73.5% | $3,166-80.0% | $2,756-77.0% |
| Participant deferral / active EE | $2,138 | $3,986-46.4% | $5,008-57.3% | $4,297-50.2% |
| Admin fee / account holder | $1,107 | $8,442-86.9% | $11,024-90.0% | $6,935-84.0% |