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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 | $132,975 | $103,392+28.6% | $87,104+52.7% | $152,897-13.0% |
| Participation rate | 47.6% | 79.4%-31.7pp | 76.9%-29.3pp | 82.5%-34.8pp |
| Annual return | 22.67% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $391 | $3,221-87.9% | $2,521-84.5% | $4,764-91.8% |
| Participant deferral / active EE | $2,269 | $4,778-52.5% | $4,048-43.9% | $5,851-61.2% |
| Admin fee / account holder | $1,176 | $12,194-90.4% | $7,491-84.3% | $11,599-89.9% |