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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 | $243,757 | $101,798+139.5% | $165,071+47.7% | $80,935+201.2% |
| Participation rate | 60.3% | 71.8%-11.5pp | 78.6%-18.3pp | 67.7%-7.4pp |
| Annual return | 12.94% | 16.73%-3.8pp | 70.17%-57.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $466 | $2,954-84.2% | $4,347-89.3% | $2,757-83.1% |
| Participant deferral / active EE | $7,781 | $4,476+73.8% | $6,035+28.9% | $4,299+81.0% |
| Admin fee / account holder | $2,533 | $8,221-69.2% | $12,695-80.0% | $6,924-63.4% |