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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 | $156,909 | $110,379+42.2% | $102,412+53.2% | $145,884+7.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 11.16% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $817 | $4,216-80.6% | $3,870-78.9% | $4,662-82.5% |
| Participant deferral / active EE | $1,746 | $5,622-68.9% | $5,060-65.5% | $6,690-73.9% |
| Admin fee / account holder | $15,079 | $9,745+54.7% | $8,388+79.8% | $13,392+12.6% |