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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 | $155,818 | $111,787+39.4% | $93,681+66.3% | $145,978+6.7% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 17.85% | 203.52%-185.7pp | 133.47%-115.6pp | 550.52%-532.7pp |
| Employer contribution / active EE | $217 | $3,093-93.0% | $2,422-91.1% | $4,662-95.4% |
| Participant deferral / active EE | $3,021 | $4,918-38.6% | $4,415-31.6% | $6,690-54.8% |
| Admin fee / account holder | $6,291 | $10,256-38.7% | $8,290-24.1% | $13,400-53.1% |