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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 | $136,860+19.1% | $120,344+35.4% | $154,746+5.3% |
| Participation rate | 21.1% | 79.9%-58.8pp | 76.7%-55.7pp | 80.7%-59.6pp |
| Annual return | 13.43% | 21.38%-7.9pp | 20.30%-6.9pp | 172.34%-158.9pp |
| Employer contribution / active EE | $555 | $3,533-84.3% | $3,020-81.6% | $4,379-87.3% |
| Participant deferral / active EE | $1,977 | $5,793-65.9% | $5,135-61.5% | $6,730-70.6% |
| Admin fee / account holder | $20,622 | $15,393+34.0% | $12,742+61.8% | $14,365+43.6% |