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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 | $137,150 | $90,674+51.3% | $96,707+41.8% | $82,448+66.3% |
| Participation rate | 40.3% | 75.9%-35.7pp | 80.4%-40.1pp | 68.1%-27.8pp |
| Annual return | 16.43% | 49.05%-32.6pp | 34.78%-18.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $718 | $3,975-81.9% | $4,191-82.9% | $2,551-71.9% |
| Participant deferral / active EE | $2,908 | $5,696-48.9% | $5,997-51.5% | $4,139-29.7% |
| Admin fee / account holder | $7,828 | $7,568+3.4% | $7,503+4.3% | $7,234+8.2% |