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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 | $173,572 | $76,112+128.0% | $96,534+79.8% | $71,511+142.7% |
| Participation rate | 55.8% | 74.4%-18.6pp | 76.0%-20.2pp | 67.9%-12.2pp |
| Annual return | 17.60% | 22.81%-5.2pp | 25.88%-8.3pp | 28.86%-11.3pp |
| Employer contribution / active EE | $241 | $2,248-89.3% | $2,965-91.9% | $2,589-90.7% |
| Participant deferral / active EE | $2,356 | $4,217-44.1% | $4,851-51.4% | $4,291-45.1% |
| Admin fee / account holder | $3,999 | $2,708+47.6% | $8,253-51.5% | $1,588+151.7% |