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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 | $92,798+86.7% | $96,707+79.1% | $137,256+26.2% |
| Participation rate | 37.5% | 81.6%-44.1pp | 80.4%-42.9pp | 80.0%-42.5pp |
| Annual return | 13.10% | 31.24%-18.1pp | 34.78%-21.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $412 | $4,147-90.1% | $4,191-90.2% | $4,156-90.1% |
| Participant deferral / active EE | $2,425 | $5,877-58.7% | $5,997-59.6% | $6,407-62.2% |
| Admin fee / account holder | $504 | $7,946-93.7% | $7,503-93.3% | $12,270-95.9% |