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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 | $177,234 | $98,776+79.4% | $149,745+18.4% | $79,856+121.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 15.86% | 27.38%-11.5pp | 276.72%-260.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $424 | $3,217-86.8% | $4,646-90.9% | $2,471-82.9% |
| Participant deferral / active EE | $5,682 | $5,6810% | $6,843-17.0% | $3,741+51.9% |
| Admin fee / account holder | $10,523 | $6,053+73.9% | $9,312+13.0% | $5,306+98.3% |