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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 | $153,306 | $100,194+53.0% | $122,979+24.7% | $86,983+76.2% |
| Participation rate | 50.0% | 73.0%-23.0pp | 77.2%-27.2pp | 69.5%-19.5pp |
| Annual return | 20.41% | 16.47%+3.9pp | 20.12%+0.3pp | 25.83%-5.4pp |
| Employer contribution / active EE | $461 | $2,326-80.2% | $3,062-85.0% | $2,584-82.2% |
| Participant deferral / active EE | $4,113 | $4,133-0.5% | $5,003-17.8% | $4,194-1.9% |
| Admin fee / account holder | $15,876 | $10,148+56.4% | $12,864+23.4% | $7,856+102.1% |