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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 | $146,825 | $106,749+37.5% | $145,433+1.0% | $82,448+78.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 16.03% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $620 | $3,444-82.0% | $4,554-86.4% | $2,551-75.7% |
| Participant deferral / active EE | $3,148 | $6,519-51.7% | $7,897-60.1% | $4,139-23.9% |
| Admin fee / account holder | $976 | $8,390-88.4% | $13,129-92.6% | $7,234-86.5% |