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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 | $177,319 | $112,729+57.3% | $98,716+79.6% | $137,256+29.2% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.3%-21.5pp | 80.0%-32.1pp |
| Annual return | 12.23% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $258 | $2,725-90.5% | $2,279-88.7% | $4,156-93.8% |
| Participant deferral / active EE | $2,359 | $4,640-49.2% | $4,048-41.7% | $6,407-63.2% |
| Admin fee / account holder | $5,274 | $10,129-47.9% | $8,703-39.4% | $12,270-57.0% |