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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 | $112,170 | $85,024+31.9% | $70,544+59.0% | $139,466-19.6% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.4%-48.4pp | 80.3%-60.3pp |
| Annual return | 15.86% | 30.39%-14.5pp | 32.79%-16.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $360 | $3,912-90.8% | $2,976-87.9% | $4,754-92.4% |
| Participant deferral / active EE | $4,500 | $5,891-23.6% | $4,568-1.5% | $6,712-33.0% |
| Admin fee / account holder | $1,064 | $8,928-88.1% | $6,427-83.4% | $11,409-90.7% |