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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 | $148,229 | $124,425+19.1% | $112,040+32.3% | $137,256+8.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 18.15% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $789 | $3,411-76.9% | $2,954-73.3% | $4,156-81.0% |
| Participant deferral / active EE | $4,941 | $5,718-13.6% | $5,098-3.1% | $6,407-22.9% |
| Admin fee / account holder | $1,701 | $15,207-88.8% | $12,098-85.9% | $12,270-86.1% |