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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 | $162,418 | $156,616+3.7% | $133,346+21.8% | $198,609-18.2% |
| Participation rate | 43.8% | 77.7%-34.0pp | 72.8%-29.1pp | 82.4%-38.6pp |
| Annual return | 17.51% | 44.25%-26.7pp | 36.85%-19.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $744 | $3,368-77.9% | $2,853-73.9% | $5,055-85.3% |
| Participant deferral / active EE | $2,757 | $4,920-44.0% | $4,332-36.4% | $6,977-60.5% |
| Admin fee / account holder | $2,892 | $17,468-83.4% | $14,264-79.7% | $19,030-84.8% |