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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 | $148,436 | $95,453+55.5% | $112,040+32.5% | $82,448+80.0% |
| Participation rate | 60.5% | 72.8%-12.2pp | 76.5%-16.0pp | 68.1%-7.5pp |
| Annual return | 15.49% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $607 | $2,318-73.8% | $2,954-79.4% | $2,551-76.2% |
| Participant deferral / active EE | $4,049 | $4,224-4.1% | $5,098-20.6% | $4,139-2.2% |
| Admin fee / account holder | $1,387 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |