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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 | $104,142 | $65,367+59.3% | $92,915+12.1% | $72,976+42.7% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 23.01% | 42.11%-19.1pp | 109.45%-86.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $491 | $2,594-81.1% | $3,653-86.6% | $2,440-79.9% |
| Participant deferral / active EE | $2,778 | $3,128-11.2% | $4,238-34.5% | $3,608-23.0% |
| Admin fee / account holder | $3,320 | $4,251-21.9% | $5,796-42.7% | $5,124-35.2% |