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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 | $246,801 | $91,037+171.1% | $71,671+244.4% | $147,585+67.2% |
| Participation rate | 38.5% | 76.1%-37.7pp | 68.7%-30.3pp | 82.8%-44.4pp |
| Annual return | 21.31% | 20.48%+0.8pp | 20.65%+0.7pp | 578.58%-557.3pp |
| Employer contribution / active EE | $473 | $3,327-85.8% | $2,460-80.8% | $4,876-90.3% |
| Participant deferral / active EE | $3,380 | $4,498-24.9% | $3,438-1.7% | $5,439-37.9% |
| Admin fee / account holder | $827 | $8,613-90.4% | $5,558-85.1% | $10,886-92.4% |