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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 | $110,125 | $78,705+39.9% | $117,857-6.6% | $70,131+57.0% |
| Participation rate | 57.1% | 73.2%-16.1pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 15.58% | 23.30%-7.7pp | 335.09%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $359 | $2,223-83.9% | $3,786-90.5% | $2,342-84.7% |
| Participant deferral / active EE | $3,037 | $3,297-7.9% | $4,482-32.2% | $3,332-8.9% |
| Admin fee / account holder | $1,617 | $5,065-68.1% | $8,020-79.8% | $4,645-65.2% |