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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 | $244,701 | $62,592+290.9% | $85,709+185.5% | $85,847+185.0% |
| Participation rate | 54.5% | 61.1%-6.6pp | 69.9%-15.3pp | 69.3%-14.8pp |
| Annual return | 17.36% | 23.77%-6.4pp | 21.49%-4.1pp | 318.61%-301.2pp |
| Employer contribution / active EE | $281 | $1,755-84.0% | $2,619-89.3% | $2,565-89.0% |
| Participant deferral / active EE | $2,200 | $2,802-21.5% | $3,924-43.9% | $3,952-44.3% |
| Admin fee / account holder | $6,159 | $4,643+32.7% | $6,876-10.4% | $6,261-1.6% |