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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 | $207,989 | $117,895+76.4% | $102,460+103.0% | $145,897+42.6% |
| Participation rate | 52.2% | 78.6%-26.5pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 12.57% | 31.92%-19.4pp | 29.47%-16.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $717 | $3,619-80.2% | $3,025-76.3% | $4,663-84.6% |
| Participant deferral / active EE | $2,296 | $5,736-60.0% | $5,056-54.6% | $6,689-65.7% |
| Admin fee / account holder | $3,893 | $13,353-70.8% | $9,460-58.9% | $13,390-70.9% |