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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 | $137,855 | $103,392+33.3% | $87,104+58.3% | $152,897-9.8% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.9%-29.8pp | 82.5%-35.4pp |
| Annual return | 15.19% | 28.10%-12.9pp | 28.19%-13.0pp | 345.43%-330.2pp |
| Employer contribution / active EE | $537 | $3,221-83.3% | $2,521-78.7% | $4,764-88.7% |
| Participant deferral / active EE | $5,473 | $4,778+14.5% | $4,048+35.2% | $5,851-6.5% |
| Admin fee / account holder | $2,754 | $12,194-77.4% | $7,491-63.2% | $11,599-76.3% |