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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 | $143,437 | $97,550+47.0% | $120,344+19.2% | $87,485+64.0% |
| Participation rate | 49.1% | 72.8%-23.8pp | 76.7%-27.7pp | 68.9%-19.9pp |
| Annual return | 13.02% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.0pp |
| Employer contribution / active EE | $304 | $2,291-86.7% | $3,020-89.9% | $2,596-88.3% |
| Participant deferral / active EE | $3,726 | $4,230-11.9% | $5,135-27.4% | $4,274-12.8% |
| Admin fee / account holder | $18,753 | $9,543+96.5% | $12,742+47.2% | $7,775+141.2% |