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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 | $153,786 | $71,208+116.0% | $93,681+64.2% | $80,911+90.1% |
| Participation rate | 21.3% | 60.4%-39.1pp | 68.7%-47.5pp | 67.6%-46.4pp |
| Annual return | 10.24% | 11.27%-1.0pp | 133.47%-123.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $331 | $1,564-78.8% | $2,422-86.3% | $2,756-88.0% |
| Participant deferral / active EE | $2,407 | $4,035-40.3% | $4,415-45.5% | $4,297-44.0% |
| Admin fee / account holder | $1,239 | $6,951-82.2% | $8,290-85.0% | $6,935-82.1% |