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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 | $165,374 | $80,992+104.2% | $96,534+71.3% | $75,173+120.0% |
| Participation rate | 27.3% | 71.8%-44.5pp | 76.0%-48.7pp | 67.2%-39.9pp |
| Annual return | 15.03% | 27.05%-12.0pp | 25.88%-10.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $26 | $2,283-98.9% | $2,965-99.1% | $2,671-99.0% |
| Participant deferral / active EE | $2,653 | $3,929-32.5% | $4,851-45.3% | $4,126-35.7% |
| Admin fee / account holder | $10,629 | $6,717+58.2% | $8,253+28.8% | $5,651+88.1% |