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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 | $179,222 | $80,992+121.3% | $96,534+85.7% | $75,173+138.4% |
| Participation rate | 41.0% | 71.8%-30.8pp | 76.0%-35.0pp | 67.2%-26.2pp |
| Annual return | 14.34% | 27.05%-12.7pp | 25.88%-11.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $400 | $2,283-82.5% | $2,965-86.5% | $2,671-85.0% |
| Participant deferral / active EE | $2,928 | $3,929-25.5% | $4,851-39.6% | $4,126-29.0% |
| Admin fee / account holder | $8,524 | $6,717+26.9% | $8,253+3.3% | $5,651+50.9% |