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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 | $221,850 | $254,759-12.9% | $216,567+2.4% | $198,609+11.7% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 14.66% | 10.04%+4.6pp | 12.94%+1.7pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,380 | $6,096-77.4% | $5,216-73.5% | $5,055-72.7% |
| Participant deferral / active EE | $2,786 | $6,948-59.9% | $6,191-55.0% | $6,977-60.1% |
| Admin fee / account holder | $5,932 | $26,311-77.5% | $21,981-73.0% | $19,030-68.8% |