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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 | $194,368 | $136,860+42.0% | $120,344+61.5% | $154,746+25.6% |
| Participation rate | 56.3% | 79.9%-23.6pp | 76.7%-20.5pp | 80.7%-24.5pp |
| Annual return | 10.66% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $853 | $3,533-75.9% | $3,020-71.8% | $4,379-80.5% |
| Participant deferral / active EE | $2,964 | $5,793-48.8% | $5,135-42.3% | $6,730-56.0% |
| Admin fee / account holder | $36,699 | $15,393+138.4% | $12,742+188.0% | $14,365+155.5% |