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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 | $138,732 | $95,453+45.3% | $112,040+23.8% | $82,448+68.3% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.5%-8.4pp | 68.1%0pp |
| Annual return | 17.24% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $650 | $2,318-72.0% | $2,954-78.0% | $2,551-74.5% |
| Participant deferral / active EE | $2,175 | $4,224-48.5% | $5,098-57.3% | $4,139-47.5% |
| Admin fee / account holder | $1,872 | $9,013-79.2% | $12,098-84.5% | $7,234-74.1% |