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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 | $197,358 | $132,099+49.4% | $115,599+70.7% | $138,895+42.1% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.3%-19.3pp | 79.9%-24.9pp |
| Annual return | 9.59% | 176.76%-167.2pp | 111.10%-101.5pp | 145.39%-135.8pp |
| Employer contribution / active EE | $218 | $3,416-93.6% | $2,955-92.6% | $4,194-94.8% |
| Participant deferral / active EE | $2,857 | $5,617-49.1% | $4,889-41.6% | $6,396-55.3% |
| Admin fee / account holder | $81,661 | $15,650+421.8% | $12,841+536.0% | $12,562+550.1% |