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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 | $146,072 | $105,284+38.7% | $150,734-3.1% | $94,015+55.4% |
| Participation rate | 51.0% | 71.7%-20.7pp | 78.4%-27.4pp | 70.8%-19.8pp |
| Annual return | 13.75% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $384 | $3,599-89.3% | $4,918-92.2% | $2,790-86.2% |
| Participant deferral / active EE | $2,641 | $4,274-38.2% | $5,610-52.9% | $4,249-37.9% |
| Admin fee / account holder | $7,507 | $9,839-23.7% | $14,905-49.6% | $8,951-16.1% |