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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 | $196,649 | $68,852+185.6% | $120,524+63.2% | $80,925+143.0% |
| Participation rate | 46.4% | 61.6%-15.2pp | 71.9%-25.5pp | 67.7%-21.2pp |
| Annual return | 14.78% | 23.67%-8.9pp | 107.36%-92.6pp | 35.65%-20.9pp |
| Employer contribution / active EE | $361 | $2,063-82.5% | $3,469-89.6% | $2,756-86.9% |
| Participant deferral / active EE | $8,948 | $3,187+180.8% | $4,994+79.2% | $4,299+108.2% |
| Admin fee / account holder | $2,234 | $5,781-61.4% | $9,440-76.3% | $6,940-67.8% |