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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 | $243,656 | $138,385+76.1% | $184,200+32.3% | $80,874+201.3% |
| Participation rate | 32.3% | 83.9%-51.6pp | 86.8%-54.6pp | 67.6%-35.4pp |
| Annual return | 11.87% | 20.02%-8.2pp | 28.80%-16.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,229 | $4,849-74.7% | $6,424-80.9% | $2,756-55.4% |
| Participant deferral / active EE | $3,991 | $7,073-43.6% | $9,132-56.3% | $4,297-7.1% |
| Admin fee / account holder | $1,528 | $10,483-85.4% | $13,907-89.0% | $6,935-78.0% |