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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 | $139,306 | $101,618+37.1% | $93,063+49.7% | $137,256+1.5% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | 13.05% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $157 | $2,707-94.2% | $2,476-93.7% | $4,156-96.2% |
| Participant deferral / active EE | $731 | $4,279-82.9% | $3,958-81.5% | $6,407-88.6% |
| Admin fee / account holder | $1,775 | $6,198-71.4% | $6,033-70.6% | $12,270-85.5% |