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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 | $160,564 | $117,895+36.2% | $102,460+56.7% | $145,897+10.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.40% | 31.92%-15.5pp | 29.47%-13.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $449 | $3,619-87.6% | $3,025-85.2% | $4,663-90.4% |
| Participant deferral / active EE | $10,167 | $5,736+77.2% | $5,056+101.1% | $6,689+52.0% |
| Admin fee / account holder | $486 | $13,353-96.4% | $9,460-94.9% | $13,390-96.4% |