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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 | $151,718 | $94,031+61.3% | $115,768+31.1% | $82,448+84.0% |
| Participation rate | 49.5% | 70.4%-20.9pp | 74.4%-24.9pp | 68.1%-18.6pp |
| Annual return | 14.71% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $644 | $2,323-72.3% | $2,940-78.1% | $2,551-74.8% |
| Participant deferral / active EE | $2,839 | $3,972-28.5% | $4,917-42.3% | $4,139-31.4% |
| Admin fee / account holder | $12,325 | $10,249+20.2% | $12,439-0.9% | $7,234+70.4% |