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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 | $157,828 | $93,617+68.6% | $135,982+16.1% | $75,177+109.9% |
| Participation rate | 41.1% | 75.2%-34.1pp | 81.9%-40.9pp | 67.2%-26.2pp |
| Annual return | 19.25% | 30.89%-11.6pp | 68.32%-49.1pp | 160.75%-141.5pp |
| Employer contribution / active EE | $316 | $3,538-91.1% | $4,859-93.5% | $2,671-88.2% |
| Participant deferral / active EE | $6,312 | $6,406-1.5% | $7,760-18.7% | $4,126+53.0% |
| Admin fee / account holder | $10,871 | $6,980+55.8% | $10,767+1.0% | $5,651+92.4% |