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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 | $121,914 | $73,988+64.8% | $96,538+26.3% | $75,177+62.2% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.7pp | 67.2%-9.5pp |
| Annual return | 15.29% | 26.73%-11.4pp | 35.74%-20.4pp | 160.75%-145.5pp |
| Employer contribution / active EE | $712 | $2,930-75.7% | $3,740-81.0% | $2,671-73.3% |
| Participant deferral / active EE | $2,808 | $3,660-23.3% | $4,880-42.5% | $4,126-32.0% |
| Admin fee / account holder | $5,097 | $5,220-2.3% | $6,737-24.3% | $5,651-9.8% |