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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 | $160,291 | $99,345+61.3% | $84,753+89.1% | $273,972-41.5% |
| Participation rate | 52.4% | 80.7%-28.3pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 10.30% | 22.93%-12.6pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $348 | $4,214-91.7% | $3,574-90.3% | $4,869-92.8% |
| Participant deferral / active EE | $4,727 | $4,270+10.7% | $3,712+27.4% | $5,287-10.6% |
| Admin fee / account holder | $1,006 | $6,645-84.9% | $5,333-81.1% | $10,133-90.1% |