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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 | $186,242 | $110,286+68.9% | $96,569+92.9% | $139,427+33.6% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 15.32% | 26.39%-11.1pp | 25.87%-10.5pp | 373.27%-357.9pp |
| Employer contribution / active EE | $671 | $3,619-81.5% | $2,965-77.4% | $4,752-85.9% |
| Participant deferral / active EE | $7,046 | $5,546+27.1% | $4,851+45.3% | $6,711+5.0% |
| Admin fee / account holder | $2,333 | $11,592-79.9% | $8,251-71.7% | $11,404-79.5% |