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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 | $212,923 | $136,860+55.6% | $120,344+76.9% | $154,746+37.6% |
| Participation rate | 58.3% | 79.9%-21.6pp | 76.7%-18.4pp | 80.7%-22.4pp |
| Annual return | 19.46% | 21.38%-1.9pp | 20.30%-0.8pp | 172.34%-152.9pp |
| Employer contribution / active EE | $713 | $3,533-79.8% | $3,020-76.4% | $4,379-83.7% |
| Participant deferral / active EE | $2,314 | $5,793-60.1% | $5,135-54.9% | $6,730-65.6% |
| Admin fee / account holder | $2,223 | $15,393-85.6% | $12,742-82.6% | $14,365-84.5% |