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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 | $130,960 | $92,811+41.1% | $238,191-45.0% | $86,983+50.6% |
| Participation rate | 31.3% | 69.3%-38.1pp | 77.1%-45.8pp | 69.5%-38.3pp |
| Annual return | 17.12% | 16.16%+1.0pp | 13.02%+4.1pp | 25.83%-8.7pp |
| Employer contribution / active EE | $60 | $2,728-97.8% | $5,082-98.8% | $2,584-97.7% |
| Participant deferral / active EE | $1,994 | $4,479-55.5% | $6,726-70.4% | $4,194-52.5% |
| Admin fee / account holder | $10,076 | $9,177+9.8% | $34,582-70.9% | $7,856+28.3% |