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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 | $211,442 | $96,558+119.0% | $80,977+161.1% | $273,972-22.8% |
| Participation rate | 14.3% | 79.1%-64.8pp | 75.8%-61.5pp | 83.0%-68.7pp |
| Annual return | 5.11% | 15.14%-10.0pp | 17.11%-12.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $99 | $4,869-98.0% | $3,715-97.3% | $4,869-98.0% |
| Participant deferral / active EE | $2,679 | $6,598-59.4% | $5,696-53.0% | $5,287-49.3% |
| Admin fee / account holder | $6,915 | $7,493-7.7% | $5,517+25.3% | $10,133-31.8% |