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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 | $151,930 | $71,215+113.3% | $93,696+62.2% | $80,935+87.7% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.7%-11.4pp |
| Annual return | 14.74% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $183 | $1,565-88.3% | $2,422-92.5% | $2,757-93.4% |
| Participant deferral / active EE | $3,855 | $4,037-4.5% | $4,417-12.7% | $4,299-10.3% |
| Admin fee / account holder | $2,678 | $6,958-61.5% | $8,287-67.7% | $6,924-61.3% |