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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 | $117,400 | $85,766+36.9% | $136,298-13.9% | $70,126+67.4% |
| Participation rate | 62.7% | 74.2%-11.4pp | 81.9%-19.2pp | 69.5%-6.8pp |
| Annual return | 17.49% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $493 | $2,966-83.4% | $4,696-89.5% | $2,343-78.9% |
| Participant deferral / active EE | $4,006 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $2,636 | $5,421-51.4% | $9,244-71.5% | $4,645-43.3% |