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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 | $165,007 | $91,086+81.2% | $203,872-19.1% | $86,983+89.7% |
| Participation rate | 51.6% | 65.8%-14.2pp | 77.8%-26.2pp | 69.5%-17.9pp |
| Annual return | 20.62% | 22.30%-1.7pp | 85.11%-64.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $289 | $2,063-86.0% | $3,757-92.3% | $2,584-88.8% |
| Participant deferral / active EE | $2,663 | $4,019-33.7% | $6,388-58.3% | $4,194-36.5% |
| Admin fee / account holder | $2,305 | $8,987-74.4% | $11,730-80.4% | $7,856-70.7% |