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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 | $114,996 | $80,992+42.0% | $96,534+19.1% | $75,173+53.0% |
| Participation rate | 27.8% | 71.8%-43.9pp | 76.0%-48.1pp | 67.2%-39.4pp |
| Annual return | 13.69% | 27.05%-13.4pp | 25.88%-12.2pp | 160.72%-147.0pp |
| Employer contribution / active EE | $446 | $2,283-80.5% | $2,965-85.0% | $2,671-83.3% |
| Participant deferral / active EE | $1,781 | $3,929-54.7% | $4,851-63.3% | $4,126-56.8% |
| Admin fee / account holder | $12,619 | $6,717+87.9% | $8,253+52.9% | $5,651+123.3% |