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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 | $97,550+57.2% | $120,344+27.4% | $87,485+75.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 20.41% | 18.41%+2.0pp | 20.30%+0.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $461 | $2,291-79.9% | $3,020-84.7% | $2,596-82.3% |
| Participant deferral / active EE | $4,113 | $4,230-2.8% | $5,135-19.9% | $4,274-3.8% |
| Admin fee / account holder | $15,876 | $9,543+66.4% | $12,742+24.6% | $7,775+104.2% |