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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 | $200,972 | $96,731+107.8% | $123,973+62.1% | $86,983+131.0% |
| Participation rate | 37.3% | 70.0%-32.7pp | 76.7%-39.3pp | 69.5%-32.2pp |
| Annual return | 13.42% | 17.33%-3.9pp | 388.13%-374.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $252 | $3,297-92.3% | $4,126-93.9% | $2,584-90.2% |
| Participant deferral / active EE | $3,512 | $4,152-15.4% | $5,247-33.1% | $4,194-16.3% |
| Admin fee / account holder | $7,056 | $8,722-19.1% | $11,799-40.2% | $7,856-10.2% |