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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 | $149,996 | $110,337+35.9% | $102,383+46.5% | $145,877+2.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.70% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $744 | $4,216-82.4% | $3,870-80.8% | $4,663-84.1% |
| Participant deferral / active EE | $4,963 | $5,621-11.7% | $5,060-1.9% | $6,691-25.8% |
| Admin fee / account holder | $2,003 | $9,750-79.5% | $8,391-76.1% | $13,402-85.1% |