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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 | $136,230 | $55,930+143.6% | $76,089+79.0% | $80,925+68.3% |
| Participation rate | 34.4% | 62.1%-27.7pp | 69.1%-34.7pp | 67.7%-33.3pp |
| Annual return | 15.23% | 20.58%-5.3pp | 360.94%-345.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $323 | $1,866-82.7% | $2,690-88.0% | $2,756-88.3% |
| Participant deferral / active EE | $3,846 | $3,051+26.1% | $4,259-9.7% | $4,299-10.5% |
| Admin fee / account holder | $24,335 | $5,241+364.4% | $6,418+279.2% | $6,940+250.6% |