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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 | $98,547+129.9% | $216,567+4.6% | $69,733+224.9% |
| Participation rate | 32.5% | 68.4%-35.9pp | 81.6%-49.2pp | 62.5%-30.0pp |
| Annual return | 14.83% | 14.25%+0.6pp | 12.94%+1.9pp | 15.22%-0.4pp |
| Employer contribution / active EE | $214 | $2,660-91.9% | $5,216-95.9% | $2,250-90.5% |
| Participant deferral / active EE | $2,417 | $3,496-30.8% | $6,191-61.0% | $3,054-20.9% |
| Admin fee / account holder | $4,679 | $4,094+14.3% | $21,981-78.7% | $3,102+50.9% |