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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 | $117,846+61.5% | $102,434+85.8% | $145,884+30.5% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 12.33% | 31.90%-19.6pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $734 | $3,615-79.7% | $3,023-75.7% | $4,662-84.2% |
| Participant deferral / active EE | $4,927 | $5,733-14.1% | $5,055-2.5% | $6,690-26.3% |
| Admin fee / account holder | $15,349 | $13,356+14.9% | $9,462+62.2% | $13,392+14.6% |