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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 | $156,698 | $81,276+92.8% | $155,574+0.7% | $80,925+93.6% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | 13.76% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $253 | $3,103-91.8% | $4,676-94.6% | $2,756-90.8% |
| Participant deferral / active EE | $1,573 | $3,453-54.4% | $5,629-72.0% | $4,299-63.4% |
| Admin fee / account holder | $4,819 | $7,993-39.7% | $15,914-69.7% | $6,940-30.6% |