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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 | $177,454 | $101,798+74.3% | $165,071+7.5% | $80,935+119.3% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 11.07% | 16.73%-5.7pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $780 | $2,954-73.6% | $4,347-82.1% | $2,757-71.7% |
| Participant deferral / active EE | $2,814 | $4,476-37.1% | $6,035-53.4% | $4,299-34.5% |
| Admin fee / account holder | $48,094 | $8,221+485.0% | $12,695+278.8% | $6,924+594.6% |