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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 | $139,593 | $78,707+77.4% | $117,861+18.4% | $70,126+99.1% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 18.02% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $447 | $2,223-79.9% | $3,786-88.2% | $2,343-80.9% |
| Participant deferral / active EE | $2,701 | $3,297-18.1% | $4,482-39.7% | $3,332-18.9% |
| Admin fee / account holder | $1,189 | $5,066-76.5% | $8,021-85.2% | $4,645-74.4% |