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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 | $128,326 | $65,027+97.3% | $90,970+41.1% | $79,852+60.7% |
| Participation rate | 43.4% | 61.6%-18.2pp | 69.0%-25.6pp | 69.6%-26.2pp |
| Annual return | 14.00% | 30.45%-16.5pp | 134.58%-120.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $138 | $1,247-89.0% | $2,122-93.5% | $2,471-94.4% |
| Participant deferral / active EE | $3,070 | $2,512+22.2% | $3,373-9.0% | $3,740-17.9% |
| Admin fee / account holder | $1,312 | $4,535-71.1% | $5,960-78.0% | $5,306-75.3% |