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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 | $182,808 | $93,598+95.3% | $135,974+34.4% | $75,173+143.2% |
| Participation rate | 38.2% | 75.2%-37.0pp | 81.9%-43.7pp | 67.2%-29.0pp |
| Annual return | 20.42% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $501 | $3,538-85.8% | $4,859-89.7% | $2,671-81.2% |
| Participant deferral / active EE | $5,437 | $6,405-15.1% | $7,760-29.9% | $4,126+31.8% |
| Admin fee / account holder | $9,698 | $6,978+39.0% | $10,767-9.9% | $5,651+71.6% |