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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 | $191,394 | $101,752+88.1% | $164,928+16.0% | $80,911+136.6% |
| Participation rate | 37.7% | 71.8%-34.2pp | 78.6%-40.9pp | 67.6%-30.0pp |
| Annual return | 16.96% | 16.73%+0.2pp | 70.08%-53.1pp | 35.63%-18.7pp |
| Employer contribution / active EE | $587 | $2,953-80.1% | $4,343-86.5% | $2,756-78.7% |
| Participant deferral / active EE | $4,457 | $4,477-0.4% | $6,034-26.1% | $4,297+3.7% |
| Admin fee / account holder | $5,963 | $8,218-27.4% | $12,684-53.0% | $6,935-14.0% |