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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 | $108,825+65.9% | $156,181+15.6% | $82,448+118.9% |
| Participation rate | 63.3% | 72.4%-9.0pp | 78.8%-15.5pp | 68.1%-4.7pp |
| Annual return | 13.65% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $594 | $2,870-79.3% | $4,294-86.2% | $2,551-76.7% |
| Participant deferral / active EE | $4,355 | $4,577-4.9% | $6,132-29.0% | $4,139+5.2% |
| Admin fee / account holder | $373 | $9,341-96.0% | $14,586-97.4% | $7,234-94.8% |