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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 | $208,043 | $93,589+122.3% | $135,942+53.0% | $75,181+176.7% |
| Participation rate | 51.6% | 75.2%-23.6pp | 81.9%-30.3pp | 67.2%-15.6pp |
| Annual return | 19.00% | 30.90%-11.9pp | 68.28%-49.3pp | 160.69%-141.7pp |
| Employer contribution / active EE | $784 | $3,537-77.8% | $4,858-83.9% | $2,671-70.7% |
| Participant deferral / active EE | $3,361 | $6,405-47.5% | $7,759-56.7% | $4,126-18.5% |
| Admin fee / account holder | $39,496 | $6,977+466.1% | $10,764+266.9% | $5,650+599.1% |