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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 | $138,300 | $108,825+27.1% | $156,181-11.4% | $82,448+67.7% |
| Participation rate | 53.3% | 72.4%-19.0pp | 78.8%-25.5pp | 68.1%-14.7pp |
| Annual return | 12.92% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $165 | $2,870-94.3% | $4,294-96.2% | $2,551-93.5% |
| Participant deferral / active EE | $3,767 | $4,577-17.7% | $6,132-38.6% | $4,139-9.0% |
| Admin fee / account holder | $3,986 | $9,341-57.3% | $14,586-72.7% | $7,234-44.9% |