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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 | $189,952 | $114,712+65.6% | $173,730+9.3% | $87,485+117.1% |
| Participation rate | 52.2% | 73.0%-20.8pp | 79.6%-27.4pp | 68.9%-16.8pp |
| Annual return | 14.33% | 20.18%-5.9pp | 19.96%-5.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $411 | $2,904-85.8% | $4,577-91.0% | $2,596-84.2% |
| Participant deferral / active EE | $6,431 | $4,642+38.6% | $6,326+1.7% | $4,274+50.5% |
| Admin fee / account holder | $6,597 | $10,210-35.4% | $17,523-62.4% | $7,775-15.2% |