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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 | $166,114 | $100,194+65.8% | $122,979+35.1% | $86,983+91.0% |
| Participation rate | 25.7% | 73.0%-47.3pp | 77.2%-51.5pp | 69.5%-43.9pp |
| Annual return | 14.12% | 16.47%-2.3pp | 20.12%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $267 | $2,326-88.5% | $3,062-91.3% | $2,584-89.7% |
| Participant deferral / active EE | $2,302 | $4,133-44.3% | $5,003-54.0% | $4,194-45.1% |
| Admin fee / account holder | $11,211 | $10,148+10.5% | $12,864-12.8% | $7,856+42.7% |