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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 | $235,515 | $102,429+129.9% | $147,096+60.1% | $80,925+191.0% |
| Participation rate | 41.9% | 75.9%-33.9pp | 82.2%-40.2pp | 67.7%-25.7pp |
| Annual return | 13.22% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $787 | $3,716-78.8% | $4,936-84.1% | $2,756-71.5% |
| Participant deferral / active EE | $3,997 | $6,649-39.9% | $8,071-50.5% | $4,299-7.0% |
| Admin fee / account holder | $2,294 | $7,957-71.2% | $13,005-82.4% | $6,940-66.9% |