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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 | $147,882 | $81,504+81.4% | $102,437+44.4% | $80,959+82.7% |
| Participation rate | 48.3% | 66.9%-18.6pp | 74.5%-26.2pp | 67.7%-19.4pp |
| Annual return | 11.69% | 25.60%-13.9pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $416 | $3,104-86.6% | $3,871-89.2% | $2,757-84.9% |
| Participant deferral / active EE | $2,228 | $3,871-42.4% | $5,060-56.0% | $4,300-48.2% |
| Admin fee / account holder | $7,794 | $6,719+16.0% | $8,388-7.1% | $6,925+12.5% |