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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 | $174,557 | $124,314+40.4% | $109,163+59.9% | $167,518+4.2% |
| Participation rate | 9.1% | 79.4%-70.4pp | 75.9%-66.8pp | 82.1%-73.0pp |
| Annual return | 12.18% | 26.04%-13.9pp | 25.75%-13.6pp | 478.71%-466.5pp |
| Employer contribution / active EE | $636 | $4,209-84.9% | $3,723-82.9% | $4,838-86.8% |
| Participant deferral / active EE | $2,364 | $5,256-55.0% | $4,654-49.2% | $6,342-62.7% |
| Admin fee / account holder | $1,017 | $7,973-87.2% | $6,754-84.9% | $12,312-91.7% |