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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 | $188,270 | $126,661+48.6% | $113,397+66.0% | $138,895+35.5% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 13.18% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $494 | $3,456-85.7% | $2,977-83.4% | $4,194-88.2% |
| Participant deferral / active EE | $3,605 | $5,693-36.7% | $5,076-29.0% | $6,396-43.6% |
| Admin fee / account holder | $1,314 | $14,549-91.0% | $11,957-89.0% | $12,562-89.5% |