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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 | $169,984 | $141,004+20.6% | $112,273+51.4% | $139,466+21.9% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 14.72% | 32.75%-18.0pp | 30.23%-15.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $778 | $4,285-81.8% | $3,431-77.3% | $4,754-83.6% |
| Participant deferral / active EE | $2,356 | $5,878-59.9% | $4,800-50.9% | $6,712-64.9% |
| Admin fee / account holder | $1,747 | $9,959-82.5% | $7,752-77.5% | $11,409-84.7% |