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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 | $131,125 | $118,488+10.7% | $98,462+33.2% | $139,487-6.0% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 12.71% | 18.96%-6.3pp | 21.17%-8.5pp | 373.84%-361.1pp |
| Employer contribution / active EE | $414 | $3,611-88.5% | $3,049-86.4% | $4,755-91.3% |
| Participant deferral / active EE | $1,750 | $5,393-67.6% | $4,738-63.1% | $6,713-73.9% |
| Admin fee / account holder | $995 | $13,868-92.8% | $8,875-88.8% | $11,407-91.3% |