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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 | $208,767 | $125,797+66.0% | $170,057+22.8% | $75,177+177.7% |
| Participation rate | 34.5% | 83.6%-49.1pp | 87.0%-52.5pp | 67.2%-32.7pp |
| Annual return | 14.68% | 27.20%-12.5pp | 53.42%-38.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $1,302 | $4,616-71.8% | $6,790-80.8% | $2,671-51.3% |
| Participant deferral / active EE | $3,906 | $6,838-42.9% | $10,411-62.5% | $4,126-5.3% |
| Admin fee / account holder | $1,254 | $8,177-84.7% | $12,826-90.2% | $5,651-77.8% |