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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 | $129,070 | $88,360+46.1% | $145,433-11.3% | $67,986+89.8% |
| Participation rate | 45.9% | 65.5%-19.6pp | 82.1%-36.2pp | 57.2%-11.3pp |
| Annual return | 22.03% | 63.15%-41.1pp | 66.58%-44.5pp | 31.67%-9.6pp |
| Employer contribution / active EE | $302 | $3,054-90.1% | $4,554-93.4% | $2,019-85.0% |
| Participant deferral / active EE | $5,697 | $5,932-4.0% | $7,897-27.9% | $3,358+69.7% |
| Admin fee / account holder | $12,231 | $3,313+269.2% | $13,129-6.8% | $3,203+281.8% |