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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 | $170,344 | $167,352+1.8% | $143,788+18.5% | $134,509+26.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 0.65% | 0.47%+0.2pp | -0.03%+0.7pp | 418.13%-417.5pp |
| Employer contribution / active EE | $901 | $5,620-84.0% | $4,952-81.8% | $4,741-81.0% |
| Participant deferral / active EE | $2,415 | $6,447-62.5% | $5,638-57.2% | $6,400-62.3% |
| Admin fee / account holder | $1,985 | $18,091-89.0% | $14,675-86.5% | $11,427-82.6% |