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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 | $144,225 | $106,749+35.1% | $145,433-0.8% | $82,448+74.9% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 15.78% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $451 | $3,444-86.9% | $4,554-90.1% | $2,551-82.3% |
| Participant deferral / active EE | $2,682 | $6,519-58.9% | $7,897-66.0% | $4,139-35.2% |
| Admin fee / account holder | $5,657 | $8,390-32.6% | $13,129-56.9% | $7,234-21.8% |