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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 | $175,978 | $108,825+61.7% | $156,181+12.7% | $82,448+113.4% |
| Participation rate | 68.3% | 72.4%-4.1pp | 78.8%-10.5pp | 68.1%+0.2pp |
| Annual return | 14.14% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $148 | $2,870-94.8% | $4,294-96.5% | $2,551-94.2% |
| Participant deferral / active EE | $6,806 | $4,577+48.7% | $6,132+11.0% | $4,139+64.4% |
| Admin fee / account holder | $3,806 | $9,341-59.3% | $14,586-73.9% | $7,234-47.4% |