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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 | $151,576 | $132,310+14.6% | $105,754+43.3% | $273,972-44.7% |
| Participation rate | 40.0% | 83.2%-43.2pp | 78.9%-38.9pp | 83.0%-43.0pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $653 | $4,867-86.6% | $4,079-84.0% | $4,869-86.6% |
| Participant deferral / active EE | $4,176 | $6,233-33.0% | $5,326-21.6% | $5,287-21.0% |
| Admin fee / account holder | $1,844 | $12,036-84.7% | $8,309-77.8% | $10,133-81.8% |