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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 | $186,727 | $97,550+91.4% | $120,344+55.2% | $87,485+113.4% |
| Participation rate | 53.6% | 72.8%-19.3pp | 76.7%-23.1pp | 68.9%-15.4pp |
| Annual return | 14.16% | 18.41%-4.3pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $459 | $2,291-80.0% | $3,020-84.8% | $2,596-82.3% |
| Participant deferral / active EE | $3,890 | $4,230-8.0% | $5,135-24.2% | $4,274-9.0% |
| Admin fee / account holder | $9,197 | $9,543-3.6% | $12,742-27.8% | $7,775+18.3% |