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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 | $149,702 | $115,931+29.1% | $185,441-19.3% | $86,983+72.1% |
| Participation rate | 46.2% | 73.6%-27.5pp | 80.3%-34.1pp | 69.5%-23.4pp |
| Annual return | 16.52% | 21.47%-5.0pp | 20.16%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $570 | $2,937-80.6% | $4,672-87.8% | $2,584-77.9% |
| Participant deferral / active EE | $5,133 | $4,551+12.8% | $6,152-16.6% | $4,194+22.4% |
| Admin fee / account holder | $30,954 | $10,687+189.7% | $17,890+73.0% | $7,856+294.0% |