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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 | $197,247 | $138,393+42.5% | $184,256+7.1% | $80,959+143.6% |
| Participation rate | 44.1% | 83.9%-39.8pp | 86.8%-42.7pp | 67.7%-23.6pp |
| Annual return | 13.53% | 20.01%-6.5pp | 28.85%-15.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $927 | $4,847-80.9% | $6,427-85.6% | $2,757-66.4% |
| Participant deferral / active EE | $7,758 | $7,076+9.6% | $9,133-15.1% | $4,300+80.4% |
| Admin fee / account holder | $21,432 | $10,489+104.3% | $13,899+54.2% | $6,925+209.5% |