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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 | $122,093 | $78,428+55.7% | $95,960+27.2% | $79,852+52.9% |
| Participation rate | 43.6% | 73.5%-29.9pp | 77.1%-33.5pp | 69.6%-26.0pp |
| Annual return | 29.74% | 19.37%+10.4pp | 91.63%-61.9pp | 31.72%-2.0pp |
| Employer contribution / active EE | $241 | $1,945-87.6% | $2,541-90.5% | $2,471-90.2% |
| Participant deferral / active EE | $3,798 | $3,440+10.4% | $4,167-8.8% | $3,740+1.5% |
| Admin fee / account holder | $1,632 | $5,622-71.0% | $6,797-76.0% | $5,306-69.2% |