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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 | $204,217 | $117,829+73.3% | $102,423+99.4% | $145,877+40.0% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 11.18% | 31.83%-20.6pp | 29.42%-18.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $679 | $3,615-81.2% | $3,023-77.5% | $4,663-85.4% |
| Participant deferral / active EE | $2,380 | $5,732-58.5% | $5,054-52.9% | $6,691-64.4% |
| Admin fee / account holder | $5,151 | $13,335-61.4% | $9,455-45.5% | $13,402-61.6% |