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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 | $163,472 | $95,453+71.3% | $112,040+45.9% | $82,448+98.3% |
| Participation rate | 43.2% | 72.8%-29.6pp | 76.5%-33.3pp | 68.1%-24.9pp |
| Annual return | 12.62% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $626 | $2,318-73.0% | $2,954-78.8% | $2,551-75.5% |
| Participant deferral / active EE | $3,037 | $4,224-28.1% | $5,098-40.4% | $4,139-26.6% |
| Admin fee / account holder | $1,869 | $9,013-79.3% | $12,098-84.5% | $7,234-74.2% |