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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 | $93,995 | $65,395+43.7% | $182,540-48.5% | $72,975+28.8% |
| Participation rate | 58.0% | 65.4%-7.4pp | 78.0%-20.0pp | 69.5%-11.5pp |
| Annual return | 27.30% | 27.68%-0.4pp | 148.58%-121.3pp | 81.01%-53.7pp |
| Employer contribution / active EE | $151 | $1,911-92.1% | $4,076-96.3% | $2,440-93.8% |
| Participant deferral / active EE | $3,081 | $3,563-13.5% | $5,525-44.2% | $3,608-14.6% |
| Admin fee / account holder | $2,575 | $4,245-39.3% | $8,593-70.0% | $5,124-49.7% |