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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 | $159,523 | $124,213+28.4% | $118,106+35.1% | $154,746+3.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 81.9%-37.4pp | 80.7%-36.3pp |
| Annual return | 16.23% | 18.29%-2.1pp | 19.44%-3.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,358 | $4,905-72.3% | $4,698-71.1% | $4,379-69.0% |
| Participant deferral / active EE | $6,133 | $6,859-10.6% | $6,619-7.3% | $6,730-8.9% |
| Admin fee / account holder | $2,300 | $9,627-76.1% | $8,973-74.4% | $14,365-84.0% |