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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 | $197,938 | $99,875+98.2% | $146,866+34.8% | $86,983+127.6% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.5%-29.3pp | 69.5%-16.4pp |
| Annual return | 14.08% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $128 | $3,224-96.0% | $4,425-97.1% | $2,584-95.1% |
| Participant deferral / active EE | $7,993 | $6,322+26.4% | $7,759+3.0% | $4,194+90.6% |
| Admin fee / account holder | $25,648 | $7,838+227.2% | $13,620+88.3% | $7,856+226.5% |