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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 | $167,301 | $117,846+42.0% | $102,434+63.3% | $145,884+14.7% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 11.82% | 31.90%-20.1pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $13 | $3,615-99.6% | $3,023-99.6% | $4,662-99.7% |
| Participant deferral / active EE | $3,913 | $5,733-31.7% | $5,055-22.6% | $6,690-41.5% |
| Admin fee / account holder | $3,765 | $13,356-71.8% | $9,462-60.2% | $13,392-71.9% |