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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 | $165,007 | $84,953+94.2% | $163,379+1.0% | $82,637+99.7% |
| Participation rate | 51.6% | 65.9%-14.3pp | 76.8%-25.2pp | 68.1%-16.4pp |
| Annual return | 20.62% | 23.07%-2.5pp | 63.41%-42.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $289 | $2,183-86.8% | $3,752-92.3% | $2,552-88.7% |
| Participant deferral / active EE | $2,663 | $4,326-38.5% | $6,282-57.6% | $4,126-35.5% |
| Admin fee / account holder | $2,305 | $7,921-70.9% | $9,818-76.5% | $7,339-68.6% |