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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 | $157,568 | $136,860+15.1% | $120,344+30.9% | $154,746+1.8% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.7%-8.3pp | 80.7%-12.3pp |
| Annual return | 15.91% | 21.38%-5.5pp | 20.30%-4.4pp | 172.34%-156.4pp |
| Employer contribution / active EE | $822 | $3,533-76.7% | $3,020-72.8% | $4,379-81.2% |
| Participant deferral / active EE | $3,426 | $5,793-40.9% | $5,135-33.3% | $6,730-49.1% |
| Admin fee / account holder | $8,661 | $15,393-43.7% | $12,742-32.0% | $14,365-39.7% |