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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 | $148,395 | $117,904+25.9% | $102,457+44.8% | $145,978+1.7% |
| Participation rate | 31.3% | 78.6%-47.4pp | 76.5%-45.2pp | 80.3%-49.0pp |
| Annual return | 19.06% | 31.80%-12.7pp | 29.41%-10.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $468 | $3,613-87.0% | $3,022-84.5% | $4,662-90.0% |
| Participant deferral / active EE | $3,209 | $5,733-44.0% | $5,054-36.5% | $6,690-52.0% |
| Admin fee / account holder | $1,761 | $13,329-86.8% | $9,451-81.4% | $13,400-86.9% |