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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 | $124,662 | $95,453+30.6% | $112,040+11.3% | $82,448+51.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 17.70% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $567 | $2,318-75.6% | $2,954-80.8% | $2,551-77.8% |
| Participant deferral / active EE | $2,266 | $4,224-46.4% | $5,098-55.6% | $4,139-45.3% |
| Admin fee / account holder | $1,077 | $9,013-88.0% | $12,098-91.1% | $7,234-85.1% |