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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 | $155,789 | $61,605+152.9% | $112,273+38.8% | $75,181+107.2% |
| Participation rate | 52.0% | 61.7%-9.7pp | 72.4%-20.4pp | 67.2%-15.2pp |
| Annual return | 19.65% | 28.47%-8.8pp | 30.23%-10.6pp | 160.69%-141.0pp |
| Employer contribution / active EE | $371 | $2,015-81.6% | $3,431-89.2% | $2,671-86.1% |
| Participant deferral / active EE | $5,235 | $3,108+68.4% | $4,800+9.1% | $4,126+26.9% |
| Admin fee / account holder | $779 | $4,862-84.0% | $7,752-90.0% | $5,650-86.2% |