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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 | $117,846+76.5% | $102,434+103.0% | $145,884+42.6% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 12.57% | 31.90%-19.3pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $717 | $3,615-80.2% | $3,023-76.3% | $4,662-84.6% |
| Participant deferral / active EE | $2,296 | $5,733-60.0% | $5,055-54.6% | $6,690-65.7% |
| Admin fee / account holder | $3,893 | $13,356-70.9% | $9,462-58.9% | $13,392-70.9% |