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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 | $180,499 | $114,712+57.3% | $173,730+3.9% | $87,485+106.3% |
| Participation rate | 63.3% | 73.0%-9.7pp | 79.6%-16.2pp | 68.9%-5.6pp |
| Annual return | 13.65% | 20.18%-6.5pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $594 | $2,904-79.5% | $4,577-87.0% | $2,596-77.1% |
| Participant deferral / active EE | $4,355 | $4,642-6.2% | $6,326-31.2% | $4,274+1.9% |
| Admin fee / account holder | $373 | $10,210-96.4% | $17,523-97.9% | $7,775-95.2% |