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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 | $156,458 | $101,763+53.7% | $164,866-5.1% | $80,874+93.5% |
| Participation rate | 60.6% | 71.8%-11.2pp | 78.6%-18.0pp | 67.6%-7.0pp |
| Annual return | 13.45% | 16.73%-3.3pp | 69.97%-56.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $291 | $2,954-90.1% | $4,343-93.3% | $2,756-89.4% |
| Participant deferral / active EE | $6,808 | $4,477+52.1% | $6,033+12.8% | $4,297+58.4% |
| Admin fee / account holder | $17,225 | $8,228+109.3% | $12,689+35.7% | $6,935+148.4% |