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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 | $132,919 | $81,208+63.7% | $98,920+34.4% | $79,852+66.5% |
| Participation rate | 58.8% | 72.5%-13.7pp | 76.0%-17.2pp | 69.6%-10.8pp |
| Annual return | 11.41% | 60.99%-49.6pp | 196.47%-185.1pp | 31.72%-20.3pp |
| Employer contribution / active EE | $409 | $1,960-79.1% | $2,689-84.8% | $2,471-83.5% |
| Participant deferral / active EE | $2,388 | $3,265-26.8% | $4,245-43.7% | $3,740-36.1% |
| Admin fee / account holder | $7,205 | $6,013+19.8% | $6,643+8.5% | $5,306+35.8% |