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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 | $161,506 | $96,731+67.0% | $123,973+30.3% | $86,983+85.7% |
| Participation rate | 40.3% | 70.0%-29.7pp | 76.7%-36.4pp | 69.5%-29.3pp |
| Annual return | 15.14% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $641 | $3,297-80.6% | $4,126-84.5% | $2,584-75.2% |
| Participant deferral / active EE | $3,476 | $4,152-16.3% | $5,247-33.8% | $4,194-17.1% |
| Admin fee / account holder | $3,481 | $8,722-60.1% | $11,799-70.5% | $7,856-55.7% |