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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 | $169,377 | $110,212+53.7% | $96,534+75.5% | $139,466+21.4% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 11.33% | 26.42%-15.1pp | 25.88%-14.6pp | 373.66%-362.3pp |
| Employer contribution / active EE | $669 | $3,620-81.5% | $2,965-77.4% | $4,754-85.9% |
| Participant deferral / active EE | $2,528 | $5,547-54.4% | $4,851-47.9% | $6,712-62.3% |
| Admin fee / account holder | $22,626 | $11,599+95.1% | $8,253+174.2% | $11,409+98.3% |