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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 | $165,821 | $106,280+56.0% | $96,538+71.8% | $139,487+18.9% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.1pp |
| Annual return | 20.07% | 38.48%-18.4pp | 35.74%-15.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $528 | $4,107-87.1% | $3,740-85.9% | $4,755-88.9% |
| Participant deferral / active EE | $1,771 | $5,457-67.5% | $4,880-63.7% | $6,713-73.6% |
| Admin fee / account holder | $46,486 | $7,888+489.3% | $6,737+590.0% | $11,407+307.5% |