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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 | $136,860+8.3% | $120,344+23.2% | $154,746-4.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 18.15% | 21.38%-3.2pp | 20.30%-2.1pp | 172.34%-154.2pp |
| Employer contribution / active EE | $789 | $3,533-77.7% | $3,020-73.9% | $4,379-82.0% |
| Participant deferral / active EE | $4,941 | $5,793-14.7% | $5,135-3.8% | $6,730-26.6% |
| Admin fee / account holder | $1,701 | $15,393-89.0% | $12,742-86.7% | $14,365-88.2% |