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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 | $140,053 | $93,345+50.0% | $119,126+17.6% | $87,485+60.1% |
| Participation rate | 45.5% | 68.7%-23.3pp | 75.8%-30.3pp | 68.9%-23.5pp |
| Annual return | 12.54% | 19.08%-6.5pp | 282.11%-269.6pp | 26.06%-13.5pp |
| Employer contribution / active EE | $783 | $3,172-75.3% | $4,034-80.6% | $2,596-69.9% |
| Participant deferral / active EE | $3,373 | $4,099-17.7% | $5,318-36.6% | $4,274-21.1% |
| Admin fee / account holder | $7,053 | $8,039-12.3% | $10,693-34.0% | $7,775-9.3% |