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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 | $125,463 | $110,337+13.7% | $102,383+22.5% | $145,877-14.0% |
| Participation rate | 29.2% | 77.9%-48.8pp | 74.5%-45.3pp | 80.3%-51.1pp |
| Annual return | 16.48% | 24.83%-8.3pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $817 | $4,216-80.6% | $3,870-78.9% | $4,663-82.5% |
| Participant deferral / active EE | $3,193 | $5,621-43.2% | $5,060-36.9% | $6,691-52.3% |
| Admin fee / account holder | $1,701 | $9,750-82.6% | $8,391-79.7% | $13,402-87.3% |