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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 | $158,591 | $117,846+34.6% | $102,434+54.8% | $145,884+8.7% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 20.68% | 31.90%-11.2pp | 29.46%-8.8pp | 551.85%-531.2pp |
| Employer contribution / active EE | $43 | $3,615-98.8% | $3,023-98.6% | $4,662-99.1% |
| Participant deferral / active EE | $3,925 | $5,733-31.5% | $5,055-22.4% | $6,690-41.3% |
| Admin fee / account holder | $1,740 | $13,356-87.0% | $9,462-81.6% | $13,392-87.0% |