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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 | $143,377 | $108,825+31.8% | $156,181-8.2% | $82,448+73.9% |
| Participation rate | 46.7% | 72.4%-25.7pp | 78.8%-32.2pp | 68.1%-21.4pp |
| Annual return | 16.94% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $345 | $2,870-88.0% | $4,294-92.0% | $2,551-86.5% |
| Participant deferral / active EE | $2,799 | $4,577-38.8% | $6,132-54.4% | $4,139-32.4% |
| Admin fee / account holder | $3,633 | $9,341-61.1% | $14,586-75.1% | $7,234-49.8% |