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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 | $151,185 | $114,712+31.8% | $173,730-13.0% | $87,485+72.8% |
| Participation rate | 44.9% | 73.0%-28.1pp | 79.6%-34.7pp | 68.9%-24.0pp |
| Annual return | 12.16% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $597 | $2,904-79.4% | $4,577-87.0% | $2,596-77.0% |
| Participant deferral / active EE | $2,902 | $4,642-37.5% | $6,326-54.1% | $4,274-32.1% |
| Admin fee / account holder | $17,938 | $10,210+75.7% | $17,523+2.4% | $7,775+130.7% |