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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 | $184,651 | $98,240+88.0% | $82,313+124.3% | $147,585+25.1% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 17.89% | 30.85%-13.0pp | 25.88%-8.0pp | 578.58%-560.7pp |
| Employer contribution / active EE | $407 | $3,192-87.2% | $2,428-83.2% | $4,876-91.7% |
| Participant deferral / active EE | $2,846 | $4,383-35.1% | $3,706-23.2% | $5,439-47.7% |
| Admin fee / account holder | $3,472 | $8,563-59.5% | $5,608-38.1% | $10,886-68.1% |