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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 | $127,345 | $79,867+59.4% | $120,344+5.8% | $64,340+97.9% |
| Participation rate | 38.2% | 63.0%-24.7pp | 76.7%-38.5pp | 55.2%-17.0pp |
| Annual return | 13.06% | 21.10%-8.0pp | 20.30%-7.2pp | 24.14%-11.1pp |
| Employer contribution / active EE | $447 | $1,925-76.8% | $3,020-85.2% | $1,862-76.0% |
| Participant deferral / active EE | $4,178 | $3,593+16.3% | $5,135-18.6% | $2,980+40.2% |
| Admin fee / account holder | $20,408 | $5,039+305.0% | $12,742+60.2% | $3,703+451.2% |