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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 | $191,709 | $106,864+79.4% | $147,318+30.1% | $82,637+132.0% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 16.33% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $553 | $3,417-83.8% | $4,593-88.0% | $2,552-78.3% |
| Participant deferral / active EE | $7,155 | $6,496+10.2% | $7,906-9.5% | $4,126+73.4% |
| Admin fee / account holder | $15,592 | $8,415+85.3% | $13,708+13.7% | $7,339+112.5% |