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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 | $100,297 | $78,425+27.9% | $95,956+4.5% | $79,858+25.6% |
| Participation rate | 29.8% | 73.5%-43.7pp | 77.1%-47.3pp | 69.6%-39.8pp |
| Annual return | 13.90% | 19.37%-5.5pp | 91.63%-77.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $344 | $1,945-82.3% | $2,541-86.5% | $2,471-86.1% |
| Participant deferral / active EE | $1,870 | $3,440-45.6% | $4,167-55.1% | $3,740-50.0% |
| Admin fee / account holder | $763 | $5,622-86.4% | $6,797-88.8% | $5,306-85.6% |