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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 | $108,567 | $93,589+16.0% | $135,942-20.1% | $75,181+44.4% |
| Participation rate | 29.5% | 75.2%-45.6pp | 81.9%-52.4pp | 67.2%-37.7pp |
| Annual return | 24.40% | 30.90%-6.5pp | 68.28%-43.9pp | 160.69%-136.3pp |
| Employer contribution / active EE | $30 | $3,537-99.2% | $4,858-99.4% | $2,671-98.9% |
| Participant deferral / active EE | $5,647 | $6,405-11.8% | $7,759-27.2% | $4,126+36.9% |
| Admin fee / account holder | $6,102 | $6,977-12.5% | $10,764-43.3% | $5,650+8.0% |