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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 | $150,597 | $104,251+44.5% | $91,004+65.5% | $147,586+2.0% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.6%-28.9pp | 82.8%-36.2pp |
| Annual return | 20.65% | 27.06%-6.4pp | 4.60%+16.1pp | 578.59%-557.9pp |
| Employer contribution / active EE | $316 | $3,116-89.9% | $2,456-87.1% | $4,876-93.5% |
| Participant deferral / active EE | $3,360 | $4,195-19.9% | $3,548-5.3% | $5,439-38.2% |
| Admin fee / account holder | $612 | $8,948-93.2% | $5,417-88.7% | $10,886-94.4% |