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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 | $157,554 | $89,370+76.3% | $141,197+11.6% | $72,976+115.9% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 22.50% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $269 | $3,115-91.4% | $4,736-94.3% | $2,440-89.0% |
| Participant deferral / active EE | $5,382 | $5,419-0.7% | $6,710-19.8% | $3,608+49.2% |
| Admin fee / account holder | $4,432 | $5,957-25.6% | $10,265-56.8% | $5,124-13.5% |