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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 | $117,859+42.0% | $102,438+63.3% | $145,959+14.6% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 11.82% | 31.72%-19.9pp | 29.37%-17.6pp | 561.95%-550.1pp |
| Employer contribution / active EE | $13 | $3,615-99.6% | $3,024-99.6% | $4,661-99.7% |
| Participant deferral / active EE | $3,913 | $5,732-31.7% | $5,054-22.6% | $6,689-41.5% |
| Admin fee / account holder | $3,765 | $13,318-71.7% | $9,448-60.2% | $13,398-71.9% |