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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 | $173,211 | $95,959+80.5% | $97,411+77.8% | $138,895+24.7% |
| Participation rate | 37.5% | 81.8%-44.3pp | 80.4%-42.9pp | 79.9%-42.4pp |
| Annual return | 13.10% | 29.30%-16.2pp | 34.72%-21.6pp | 145.39%-132.3pp |
| Employer contribution / active EE | $412 | $4,278-90.4% | $4,210-90.2% | $4,194-90.2% |
| Participant deferral / active EE | $2,425 | $5,876-58.7% | $5,886-58.8% | $6,396-62.1% |
| Admin fee / account holder | $504 | $7,555-93.3% | $7,145-92.9% | $12,562-96.0% |