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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 | $98,128 | $65,041+50.9% | $90,965+7.9% | $79,858+22.9% |
| Participation rate | 32.3% | 61.6%-29.3pp | 69.0%-36.8pp | 69.6%-37.4pp |
| Annual return | 28.62% | 30.45%-1.8pp | 134.57%-105.9pp | 31.72%-3.1pp |
| Employer contribution / active EE | $137 | $1,247-89.0% | $2,122-93.5% | $2,471-94.5% |
| Participant deferral / active EE | $1,169 | $2,512-53.5% | $3,373-65.4% | $3,740-68.8% |
| Admin fee / account holder | $1,838 | $4,536-59.5% | $5,960-69.2% | $5,306-65.4% |