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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 | $142,741 | $86,940+64.2% | $102,434+39.3% | $80,935+76.4% |
| Participation rate | 55.3% | 72.4%-17.1pp | 76.5%-21.2pp | 67.7%-12.4pp |
| Annual return | 11.84% | 18.89%-7.1pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $167 | $2,370-93.0% | $3,023-94.5% | $2,757-93.9% |
| Participant deferral / active EE | $3,868 | $4,121-6.1% | $5,055-23.5% | $4,299-10.0% |
| Admin fee / account holder | $20,074 | $8,047+149.5% | $9,462+112.2% | $6,924+189.9% |