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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 | $204,064 | $96,524+111.4% | $75,900+168.9% | $152,909+33.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.3%-47.1pp | 82.5%-60.2pp |
| Annual return | 15.41% | 33.93%-18.5pp | 30.73%-15.3pp | 345.46%-330.1pp |
| Employer contribution / active EE | $304 | $3,311-90.8% | $2,501-87.8% | $4,764-93.6% |
| Participant deferral / active EE | $4,000 | $4,554-12.2% | $3,604+11.0% | $5,851-31.6% |
| Admin fee / account holder | $1,270 | $8,082-84.3% | $5,421-76.6% | $11,601-89.1% |