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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 | $120,820 | $85,766+40.9% | $136,298-11.4% | $70,126+72.3% |
| Participation rate | 56.4% | 74.2%-17.8pp | 81.9%-25.6pp | 69.5%-13.2pp |
| Annual return | 18.70% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $482 | $2,966-83.7% | $4,696-89.7% | $2,343-79.4% |
| Participant deferral / active EE | $5,126 | $5,051+1.5% | $6,247-18.0% | $3,332+53.8% |
| Admin fee / account holder | $2,196 | $5,421-59.5% | $9,244-76.2% | $4,645-52.7% |