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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 | $95,904+136.2% | $173,730+30.4% | $64,340+252.1% |
| Participation rate | 32.5% | 60.6%-28.2pp | 79.6%-47.1pp | 55.2%-22.8pp |
| Annual return | 14.83% | 17.47%-2.6pp | 19.96%-5.1pp | 24.14%-9.3pp |
| Employer contribution / active EE | $214 | $2,323-90.8% | $4,577-95.3% | $1,862-88.5% |
| Participant deferral / active EE | $2,417 | $3,488-30.7% | $6,326-61.8% | $2,980-18.9% |
| Admin fee / account holder | $4,679 | $5,089-8.0% | $17,523-73.3% | $3,703+26.4% |