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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 | $106,524+54.1% | $152,301+7.8% | $87,485+87.6% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.4%-37.3pp | 68.9%-23.8pp |
| Annual return | 18.30% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $412 | $3,371-87.8% | $4,624-91.1% | $2,596-84.1% |
| Participant deferral / active EE | $3,571 | $6,525-45.3% | $8,004-55.4% | $4,274-16.4% |
| Admin fee / account holder | $3,893 | $8,287-53.0% | $14,398-73.0% | $7,775-49.9% |