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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 | $179,508 | $101,795+76.3% | $165,100+8.7% | $80,959+121.7% |
| Participation rate | 64.8% | 71.8%-7.0pp | 78.6%-13.8pp | 67.7%-2.9pp |
| Annual return | 17.64% | 16.73%+0.9pp | 70.21%-52.6pp | 35.67%-18.0pp |
| Employer contribution / active EE | $767 | $2,954-74.0% | $4,348-82.4% | $2,757-72.2% |
| Participant deferral / active EE | $3,046 | $4,476-31.9% | $6,035-49.5% | $4,300-29.2% |
| Admin fee / account holder | $4,378 | $8,221-46.7% | $12,696-65.5% | $6,925-36.8% |