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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 | $162,749 | $79,955+103.6% | $98,461+65.3% | $75,173+116.5% |
| Participation rate | 28.6% | 70.4%-41.8pp | 75.2%-46.6pp | 67.2%-38.6pp |
| Annual return | 16.20% | 19.75%-3.5pp | 21.17%-5.0pp | 160.72%-144.5pp |
| Employer contribution / active EE | $494 | $2,264-78.2% | $3,049-83.8% | $2,671-81.5% |
| Participant deferral / active EE | $2,254 | $3,752-39.9% | $4,738-52.4% | $4,126-45.4% |
| Admin fee / account holder | $3,918 | $6,841-42.7% | $8,961-56.3% | $5,651-30.7% |