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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 | $157,775 | $99,345+58.8% | $84,753+86.2% | $273,972-42.4% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 2.60% | 22.93%-20.3pp | 22.78%-20.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $563 | $4,214-86.7% | $3,574-84.3% | $4,869-88.4% |
| Participant deferral / active EE | $1,144 | $4,270-73.2% | $3,712-69.2% | $5,287-78.4% |
| Admin fee / account holder | $1,831 | $6,645-72.4% | $5,333-65.7% | $10,133-81.9% |