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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 | $219,648 | $73,787+197.7% | $98,716+122.5% | $82,448+166.4% |
| Participation rate | 30.4% | 61.4%-31.1pp | 69.3%-38.9pp | 68.1%-37.7pp |
| Annual return | 13.07% | 18.57%-5.5pp | 31.81%-18.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $191 | $1,511-87.4% | $2,279-91.6% | $2,551-92.5% |
| Participant deferral / active EE | $2,855 | $3,081-7.3% | $4,048-29.5% | $4,139-31.0% |
| Admin fee / account holder | $12,127 | $6,500+86.6% | $8,703+39.3% | $7,234+67.6% |