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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 | $153,203 | $79,955+91.6% | $98,461+55.6% | $75,173+103.8% |
| Participation rate | 57.1% | 70.4%-13.2pp | 75.2%-18.0pp | 67.2%-10.1pp |
| Annual return | 31.77% | 19.75%+12.0pp | 21.17%+10.6pp | 160.72%-129.0pp |
| Employer contribution / active EE | $499 | $2,264-78.0% | $3,049-83.6% | $2,671-81.3% |
| Participant deferral / active EE | $3,686 | $3,752-1.8% | $4,738-22.2% | $4,126-10.7% |
| Admin fee / account holder | $3,940 | $6,841-42.4% | $8,961-56.0% | $5,651-30.3% |