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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 | $130,611 | $99,652+31.1% | $78,778+65.8% | $147,586-11.5% |
| Participation rate | 52.2% | 76.2%-24.1pp | 69.2%-17.0pp | 82.8%-30.7pp |
| Annual return | 14.55% | 47.28%-32.7pp | 35.62%-21.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $301 | $2,796-89.2% | $1,986-84.8% | $4,876-93.8% |
| Participant deferral / active EE | $3,239 | $3,664-11.6% | $2,958+9.5% | $5,439-40.4% |
| Admin fee / account holder | $3,591 | $7,155-49.8% | $5,134-30.1% | $10,886-67.0% |