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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 | $154,014 | $104,098+47.9% | $140,514+9.6% | $94,015+63.8% |
| Participation rate | 43.3% | 73.7%-30.4pp | 77.8%-34.5pp | 70.8%-27.5pp |
| Annual return | 12.08% | 15.14%-3.1pp | 14.36%-2.3pp | 17.84%-5.8pp |
| Employer contribution / active EE | $401 | $2,388-83.2% | $3,378-88.1% | $2,790-85.6% |
| Participant deferral / active EE | $3,800 | $4,033-5.8% | $4,919-22.7% | $4,249-10.6% |
| Admin fee / account holder | $5,130 | $10,439-50.9% | $13,697-62.5% | $8,951-42.7% |