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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 | $152,318 | $97,648+56.0% | $121,663+25.2% | $87,485+74.1% |
| Participation rate | 58.6% | 70.5%-11.9pp | 74.5%-15.9pp | 68.9%-10.4pp |
| Annual return | 14.49% | 18.03%-3.5pp | 147.54%-133.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $336 | $2,300-85.4% | $3,020-88.9% | $2,596-87.1% |
| Participant deferral / active EE | $2,793 | $3,923-28.8% | $4,887-42.9% | $4,274-34.7% |
| Admin fee / account holder | $2,089 | $11,100-81.2% | $14,289-85.4% | $7,775-73.1% |