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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 | $246,349 | $117,846+109.0% | $102,434+140.5% | $145,884+68.9% |
| Participation rate | 18.2% | 78.6%-60.4pp | 76.5%-58.3pp | 80.3%-62.1pp |
| Annual return | 13.04% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $784 | $3,615-78.3% | $3,023-74.1% | $4,662-83.2% |
| Participant deferral / active EE | $2,520 | $5,733-56.0% | $5,055-50.1% | $6,690-62.3% |
| Admin fee / account holder | $6,581 | $13,356-50.7% | $9,462-30.4% | $13,392-50.9% |