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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 | $117,895+41.9% | $102,460+63.3% | $145,897+14.7% |
| Participation rate | 41.2% | 78.6%-37.5pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 11.82% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $13 | $3,619-99.6% | $3,025-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $3,913 | $5,736-31.8% | $5,056-22.6% | $6,689-41.5% |
| Admin fee / account holder | $3,765 | $13,353-71.8% | $9,460-60.2% | $13,390-71.9% |