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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 | $160,392 | $110,337+45.4% | $102,383+56.7% | $145,877+10.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 26.87% | 24.83%+2.0pp | 24.94%+1.9pp | 551.28%-524.4pp |
| Employer contribution / active EE | $812 | $4,216-80.7% | $3,870-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $5,083 | $5,621-9.6% | $5,060+0.5% | $6,691-24.0% |
| Admin fee / account holder | $2,082 | $9,750-78.6% | $8,391-75.2% | $13,402-84.5% |