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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 | $123,976 | $80,983+53.1% | $96,544+28.4% | $75,177+64.9% |
| Participation rate | 28.3% | 71.8%-43.5pp | 76.0%-47.7pp | 67.2%-38.9pp |
| Annual return | 13.56% | 27.05%-13.5pp | 25.88%-12.3pp | 160.75%-147.2pp |
| Employer contribution / active EE | $573 | $2,282-74.9% | $2,966-80.7% | $2,671-78.5% |
| Participant deferral / active EE | $1,942 | $3,929-50.6% | $4,851-60.0% | $4,126-52.9% |
| Admin fee / account holder | $11,291 | $6,717+68.1% | $8,254+36.8% | $5,651+99.8% |