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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 | $85,515+48.9% | $112,040+13.7% | $67,986+87.3% |
| Participation rate | 38.2% | 68.2%-30.0pp | 76.5%-38.3pp | 57.2%-19.0pp |
| Annual return | 13.06% | 29.68%-16.6pp | 24.52%-11.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $447 | $2,191-79.6% | $2,954-84.9% | $2,019-77.8% |
| Participant deferral / active EE | $4,178 | $4,014+4.1% | $5,098-18.0% | $3,358+24.4% |
| Admin fee / account holder | $20,408 | $3,774+440.8% | $12,098+68.7% | $3,203+537.1% |