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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 | $146,637 | $86,288+69.9% | $111,306+31.7% | $85,851+70.8% |
| Participation rate | 61.1% | 73.3%-12.2pp | 77.3%-16.2pp | 69.3%-8.2pp |
| Annual return | 16.27% | 19.99%-3.7pp | 54.67%-38.4pp | 318.63%-302.4pp |
| Employer contribution / active EE | $396 | $2,044-80.6% | $2,732-85.5% | $2,565-84.6% |
| Participant deferral / active EE | $3,248 | $3,641-10.8% | $4,488-27.6% | $3,952-17.8% |
| Admin fee / account holder | $3,682 | $8,189-55.0% | $7,966-53.8% | $6,261-41.2% |