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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 | $97,864 | $67,602+44.8% | $82,312+18.9% | $70,126+39.6% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 16.00% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $152 | $1,755-91.3% | $2,428-93.7% | $2,343-93.5% |
| Participant deferral / active EE | $5,823 | $2,987+94.9% | $3,706+57.1% | $3,332+74.8% |
| Admin fee / account holder | $2,465 | $4,512-45.4% | $5,608-56.0% | $4,645-46.9% |