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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 | $126,152 | $101,752+24.0% | $164,928-23.5% | $80,911+55.9% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.6%-30.1pp |
| Annual return | 17.74% | 16.73%+1.0pp | 70.08%-52.3pp | 35.63%-17.9pp |
| Employer contribution / active EE | $5 | $2,953-99.8% | $4,343-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $2,058 | $4,477-54.0% | $6,034-65.9% | $4,297-52.1% |
| Admin fee / account holder | $7,574 | $8,218-7.8% | $12,684-40.3% | $6,935+9.2% |