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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 | $93,345+75.2% | $119,126+37.3% | $87,485+86.9% |
| Participation rate | 54.9% | 68.7%-13.8pp | 75.8%-20.9pp | 68.9%-14.0pp |
| Annual return | 29.02% | 19.08%+9.9pp | 282.11%-253.1pp | 26.06%+3.0pp |
| Employer contribution / active EE | $580 | $3,172-81.7% | $4,034-85.6% | $2,596-77.7% |
| Participant deferral / active EE | $5,159 | $4,099+25.9% | $5,318-3.0% | $4,274+20.7% |
| Admin fee / account holder | $1,796 | $8,039-77.7% | $10,693-83.2% | $7,775-76.9% |