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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 | $146,765 | $86,949+68.8% | $102,460+43.2% | $80,959+81.3% |
| Participation rate | 34.5% | 72.4%-37.9pp | 76.5%-42.0pp | 67.7%-33.2pp |
| Annual return | 30.33% | 18.89%+11.4pp | 29.47%+0.9pp | 35.67%-5.3pp |
| Employer contribution / active EE | $138 | $2,370-94.2% | $3,025-95.4% | $2,757-95.0% |
| Participant deferral / active EE | $2,008 | $4,121-51.3% | $5,056-60.3% | $4,300-53.3% |
| Admin fee / account holder | $2,997 | $8,048-62.8% | $9,460-68.3% | $6,925-56.7% |