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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 | $208,300 | $143,969+44.7% | $199,883+4.2% | $82,637+152.1% |
| Participation rate | 55.3% | 84.1%-28.8pp | 86.8%-31.4pp | 68.1%-12.7pp |
| Annual return | 13.52% | 25.67%-12.2pp | 43.81%-30.3pp | 53.51%-40.0pp |
| Employer contribution / active EE | $869 | $4,632-81.2% | $6,261-86.1% | $2,552-65.9% |
| Participant deferral / active EE | $4,405 | $6,937-36.5% | $9,138-51.8% | $4,126+6.8% |
| Admin fee / account holder | $17,327 | $14,597+18.7% | $17,268+0.3% | $7,339+136.1% |