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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 | $191,394 | $101,795+88.0% | $165,100+15.9% | $80,959+136.4% |
| Participation rate | 37.7% | 71.8%-34.1pp | 78.6%-40.9pp | 67.7%-30.0pp |
| Annual return | 16.96% | 16.73%+0.2pp | 70.21%-53.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $587 | $2,954-80.1% | $4,348-86.5% | $2,757-78.7% |
| Participant deferral / active EE | $4,457 | $4,476-0.4% | $6,035-26.1% | $4,300+3.7% |
| Admin fee / account holder | $5,963 | $8,221-27.5% | $12,696-53.0% | $6,925-13.9% |