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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 | $138,764 | $80,674+72.0% | $119,126+16.5% | $64,340+115.7% |
| Participation rate | 42.6% | 55.2%-12.6pp | 75.8%-33.2pp | 55.2%-12.7pp |
| Annual return | 17.35% | 26.86%-9.5pp | 282.11%-264.8pp | 24.14%-6.8pp |
| Employer contribution / active EE | $206 | $2,564-92.0% | $4,034-94.9% | $1,862-88.9% |
| Participant deferral / active EE | $3,854 | $3,053+26.2% | $5,318-27.5% | $2,980+29.3% |
| Admin fee / account holder | $532 | $4,559-88.3% | $10,693-95.0% | $3,703-85.6% |