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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 | $207,156 | $106,749+94.1% | $145,433+42.4% | $82,448+151.3% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 14.35% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $645 | $3,444-81.3% | $4,554-85.8% | $2,551-74.7% |
| Participant deferral / active EE | $5,978 | $6,519-8.3% | $7,897-24.3% | $4,139+44.4% |
| Admin fee / account holder | $7,792 | $8,390-7.1% | $13,129-40.7% | $7,234+7.7% |