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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 | $96,268 | $72,492+32.8% | $87,102+10.5% | $72,983+31.9% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.1pp |
| Annual return | 43.97% | 24.46%+19.5pp | 28.19%+15.8pp | 81.01%-37.0pp |
| Employer contribution / active EE | $354 | $1,894-81.3% | $2,521-86.0% | $2,440-85.5% |
| Participant deferral / active EE | $3,795 | $3,270+16.1% | $4,048-6.2% | $3,608+5.2% |
| Admin fee / account holder | $446 | $5,055-91.2% | $7,491-94.0% | $5,124-91.3% |