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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 | $164,128 | $106,749+53.8% | $145,433+12.9% | $82,448+99.1% |
| Participation rate | 45.2% | 75.6%-30.5pp | 82.1%-37.0pp | 68.1%-22.9pp |
| Annual return | 18.30% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $412 | $3,444-88.0% | $4,554-91.0% | $2,551-83.9% |
| Participant deferral / active EE | $3,571 | $6,519-45.2% | $7,897-54.8% | $4,139-13.7% |
| Admin fee / account holder | $3,893 | $8,390-53.6% | $13,129-70.3% | $7,234-46.2% |