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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 | $190,336 | $117,904+61.4% | $102,457+85.8% | $145,978+30.4% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 12.33% | 31.80%-19.5pp | 29.41%-17.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $734 | $3,613-79.7% | $3,022-75.7% | $4,662-84.2% |
| Participant deferral / active EE | $4,927 | $5,733-14.1% | $5,054-2.5% | $6,690-26.3% |
| Admin fee / account holder | $15,349 | $13,329+15.2% | $9,451+62.4% | $13,400+14.5% |