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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 | $159,448 | $111,535+43.0% | $105,223+51.5% | $137,256+16.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $605 | $3,939-84.6% | $3,689-83.6% | $4,156-85.4% |
| Participant deferral / active EE | $5,083 | $5,500-7.6% | $5,072+0.2% | $6,407-20.7% |
| Admin fee / account holder | $6,672 | $9,721-31.4% | $8,859-24.7% | $12,270-45.6% |