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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 | $135,037 | $114,712+17.7% | $173,730-22.3% | $87,485+54.4% |
| Participation rate | 41.0% | 73.0%-32.0pp | 79.6%-38.6pp | 68.9%-27.9pp |
| Annual return | 12.31% | 20.18%-7.9pp | 19.96%-7.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $295 | $2,904-89.8% | $4,577-93.5% | $2,596-88.6% |
| Participant deferral / active EE | $2,549 | $4,642-45.1% | $6,326-59.7% | $4,274-40.3% |
| Admin fee / account holder | $8,229 | $10,210-19.4% | $17,523-53.0% | $7,775+5.8% |