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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 | $163,516 | $96,731+69.0% | $123,973+31.9% | $86,983+88.0% |
| Participation rate | 54.9% | 70.0%-15.1pp | 76.7%-21.8pp | 69.5%-14.6pp |
| Annual return | 29.02% | 17.33%+11.7pp | 388.13%-359.1pp | 25.83%+3.2pp |
| Employer contribution / active EE | $580 | $3,297-82.4% | $4,126-85.9% | $2,584-77.6% |
| Participant deferral / active EE | $5,159 | $4,152+24.3% | $5,247-1.7% | $4,194+23.0% |
| Admin fee / account holder | $1,796 | $8,722-79.4% | $11,799-84.8% | $7,856-77.1% |