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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 | $137,796 | $87,060+58.3% | $105,591+30.5% | $80,911+70.3% |
| Participation rate | 53.7% | 70.4%-16.8pp | 75.3%-21.6pp | 67.6%-14.0pp |
| Annual return | 17.08% | 17.05%0pp | 116.43%-99.3pp | 35.63%-18.5pp |
| Employer contribution / active EE | $216 | $2,396-91.0% | $3,166-93.2% | $2,756-92.2% |
| Participant deferral / active EE | $1,724 | $3,986-56.8% | $5,008-65.6% | $4,297-59.9% |
| Admin fee / account holder | $2,588 | $8,442-69.3% | $11,024-76.5% | $6,935-62.7% |