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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 | $170,124 | $136,860+24.3% | $120,344+41.4% | $154,746+9.9% |
| Participation rate | 53.3% | 79.9%-26.6pp | 76.7%-23.4pp | 80.7%-27.4pp |
| Annual return | 12.35% | 21.38%-9.0pp | 20.30%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $338 | $3,533-90.4% | $3,020-88.8% | $4,379-92.3% |
| Participant deferral / active EE | $2,136 | $5,793-63.1% | $5,135-58.4% | $6,730-68.3% |
| Admin fee / account holder | $18,536 | $15,393+20.4% | $12,742+45.5% | $14,365+29.0% |