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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 | $176,727 | $136,860+29.1% | $120,344+46.9% | $154,746+14.2% |
| Participation rate | 10.0% | 79.9%-69.9pp | 76.7%-66.7pp | 80.7%-70.7pp |
| Annual return | 16.61% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $446 | $3,533-87.4% | $3,020-85.2% | $4,379-89.8% |
| Participant deferral / active EE | $2,275 | $5,793-60.7% | $5,135-55.7% | $6,730-66.2% |
| Admin fee / account holder | $784 | $15,393-94.9% | $12,742-93.8% | $14,365-94.5% |