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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 | $55,889+143.8% | $76,119+79.0% | $80,935+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 | 361.25%-346.0pp | 35.66%-20.4pp |
| Employer contribution / active EE | $323 | $1,866-82.7% | $2,693-88.0% | $2,757-88.3% |
| Participant deferral / active EE | $3,846 | $3,051+26.0% | $4,259-9.7% | $4,299-10.5% |
| Admin fee / account holder | $24,335 | $5,241+364.3% | $6,421+279.0% | $6,924+251.4% |