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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 | $106,749+54.3% | $145,433+13.3% | $82,448+99.8% |
| Participation rate | 37.1% | 75.6%-38.6pp | 82.1%-45.0pp | 68.1%-31.0pp |
| Annual return | 19.34% | 27.59%-8.3pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $133 | $3,444-96.1% | $4,554-97.1% | $2,551-94.8% |
| Participant deferral / active EE | $5,758 | $6,519-11.7% | $7,897-27.1% | $4,139+39.1% |
| Admin fee / account holder | $9,638 | $8,390+14.9% | $13,129-26.6% | $7,234+33.2% |