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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 | $162,964 | $124,425+31.0% | $112,040+45.5% | $137,256+18.7% |
| Participation rate | 21.1% | 79.3%-58.3pp | 76.5%-55.4pp | 80.0%-58.9pp |
| Annual return | 13.43% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $555 | $3,411-83.7% | $2,954-81.2% | $4,156-86.6% |
| Participant deferral / active EE | $1,977 | $5,718-65.4% | $5,098-61.2% | $6,407-69.1% |
| Admin fee / account holder | $20,622 | $15,207+35.6% | $12,098+70.5% | $12,270+68.1% |