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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 | $182,461 | $86,050+112.0% | $189,758-3.8% | $94,015+94.1% |
| Participation rate | 56.2% | 68.9%-12.7pp | 79.8%-23.6pp | 70.8%-14.6pp |
| Annual return | 16.43% | 17.77%-1.3pp | 52.62%-36.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $169 | $2,819-94.0% | $4,767-96.5% | $2,790-93.9% |
| Participant deferral / active EE | $3,488 | $3,349+4.2% | $5,856-40.4% | $4,249-17.9% |
| Admin fee / account holder | $5,650 | $6,627-14.7% | $20,388-72.3% | $8,951-36.9% |