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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 | $124,684 | $70,917+75.8% | $98,920+26.0% | $73,497+69.6% |
| Participation rate | 59.8% | 73.8%-14.0pp | 76.0%-16.2pp | 70.7%-10.9pp |
| Annual return | 15.46% | 34.18%-18.7pp | 196.47%-181.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $279 | $2,037-86.3% | $2,689-89.6% | $2,270-87.7% |
| Participant deferral / active EE | $2,013 | $3,501-42.5% | $4,245-52.6% | $3,740-46.2% |
| Admin fee / account holder | $2,408 | $535+350.3% | $6,643-63.7% | $513+369.4% |