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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 | $147,305 | $117,846+25.0% | $102,434+43.8% | $145,884+1.0% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 13.23% | 31.90%-18.7pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $737 | $3,615-79.6% | $3,023-75.6% | $4,662-84.2% |
| Participant deferral / active EE | $2,874 | $5,733-49.9% | $5,055-43.1% | $6,690-57.0% |
| Admin fee / account holder | $7,456 | $13,356-44.2% | $9,462-21.2% | $13,392-44.3% |