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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 | $164,733 | $106,524+54.6% | $152,301+8.2% | $87,485+88.3% |
| Participation rate | 37.1% | 75.8%-38.7pp | 82.4%-45.4pp | 68.9%-31.8pp |
| Annual return | 19.34% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $133 | $3,371-96.1% | $4,624-97.1% | $2,596-94.9% |
| Participant deferral / active EE | $5,758 | $6,525-11.8% | $8,004-28.1% | $4,274+34.7% |
| Admin fee / account holder | $9,638 | $8,287+16.3% | $14,398-33.1% | $7,775+24.0% |