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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 | $118,949 | $51,207+132.3% | $70,565+68.6% | $75,177+58.2% |
| Participation rate | 36.9% | 61.0%-24.0pp | 68.4%-31.4pp | 67.2%-30.3pp |
| Annual return | 20.49% | 30.05%-9.6pp | 32.79%-12.3pp | 160.75%-140.3pp |
| Employer contribution / active EE | $339 | $1,826-81.4% | $2,976-88.6% | $2,671-87.3% |
| Participant deferral / active EE | $3,852 | $2,850+35.2% | $4,568-15.7% | $4,126-6.7% |
| Admin fee / account holder | $1,793 | $4,097-56.2% | $6,430-72.1% | $5,651-68.3% |