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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 | $97,550+57.9% | $120,344+28.0% | $87,485+76.0% |
| Participation rate | 43.3% | 72.8%-29.5pp | 76.7%-33.4pp | 68.9%-25.6pp |
| Annual return | 12.08% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $401 | $2,291-82.5% | $3,020-86.7% | $2,596-84.6% |
| Participant deferral / active EE | $3,800 | $4,230-10.2% | $5,135-26.0% | $4,274-11.1% |
| Admin fee / account holder | $5,130 | $9,543-46.2% | $12,742-59.7% | $7,775-34.0% |