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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 | $226,556 | $91,760+146.9% | $156,181+45.1% | $67,986+233.2% |
| Participation rate | 32.5% | 65.0%-32.6pp | 78.8%-46.4pp | 57.2%-24.8pp |
| Annual return | 14.83% | 18.14%-3.3pp | 64.87%-50.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $214 | $2,419-91.1% | $4,294-95.0% | $2,019-89.4% |
| Participant deferral / active EE | $2,417 | $3,960-39.0% | $6,132-60.6% | $3,358-28.0% |
| Admin fee / account holder | $4,679 | $3,949+18.5% | $14,586-67.9% | $3,203+46.1% |