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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 | $117,829+36.3% | $102,423+56.8% | $145,877+10.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.40% | 31.83%-15.4pp | 29.42%-13.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $449 | $3,615-87.6% | $3,023-85.2% | $4,663-90.4% |
| Participant deferral / active EE | $10,167 | $5,732+77.4% | $5,054+101.2% | $6,691+52.0% |
| Admin fee / account holder | $486 | $13,335-96.4% | $9,455-94.9% | $13,402-96.4% |