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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 | $155,136 | $86,922+78.5% | $102,438+51.4% | $80,874+91.8% |
| Participation rate | 43.2% | 72.4%-29.2pp | 76.5%-33.3pp | 67.6%-24.5pp |
| Annual return | 17.09% | 18.90%-1.8pp | 29.37%-12.3pp | 35.62%-18.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,785 | $4,119+16.2% | $5,054-5.3% | $4,297+11.4% |
| Admin fee / account holder | $946 | $8,050-88.3% | $9,448-90.0% | $6,935-86.4% |