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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 | $181,329 | $132,099+37.3% | $115,599+56.9% | $138,895+30.6% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.3%-21.3pp | 79.9%-27.0pp |
| Annual return | 17.74% | 176.76%-159.0pp | 111.10%-93.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $145 | $3,416-95.8% | $2,955-95.1% | $4,194-96.6% |
| Participant deferral / active EE | $2,065 | $5,617-63.2% | $4,889-57.8% | $6,396-67.7% |
| Admin fee / account holder | $829 | $15,650-94.7% | $12,841-93.5% | $12,562-93.4% |