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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 | $131,002 | $70,430+86.0% | $96,572+35.7% | $85,851+52.6% |
| Participation rate | 53.0% | 61.8%-8.8pp | 69.8%-16.8pp | 69.3%-16.3pp |
| Annual return | 16.65% | 18.58%-1.9pp | 37.79%-21.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $175 | $1,413-87.6% | $2,357-92.6% | $2,565-93.2% |
| Participant deferral / active EE | $3,916 | $2,894+35.3% | $3,850+1.7% | $3,952-0.9% |
| Admin fee / account holder | $4,384 | $4,996-12.2% | $6,183-29.1% | $6,261-30.0% |