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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 | $147,832 | $86,919+70.1% | $102,457+44.3% | $80,911+82.7% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.2pp |
| Annual return | 10.63% | 18.90%-8.3pp | 29.41%-18.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $663 | $2,368-72.0% | $3,022-78.1% | $2,756-76.0% |
| Participant deferral / active EE | $3,041 | $4,119-26.2% | $5,054-39.8% | $4,297-29.2% |
| Admin fee / account holder | $13,043 | $8,049+62.0% | $9,451+38.0% | $6,935+88.1% |