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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 | $168,098 | $110,212+52.5% | $96,534+74.1% | $139,466+20.5% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 17.78% | 26.42%-8.6pp | 25.88%-8.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $680 | $3,620-81.2% | $2,965-77.1% | $4,754-85.7% |
| Participant deferral / active EE | $3,329 | $5,547-40.0% | $4,851-31.4% | $6,712-50.4% |
| Admin fee / account holder | $17,419 | $11,599+50.2% | $8,253+111.1% | $11,409+52.7% |