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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 | $209,966 | $86,938+141.5% | $102,423+105.0% | $80,925+159.5% |
| Participation rate | 59.2% | 72.4%-13.2pp | 76.5%-17.3pp | 67.7%-8.4pp |
| Annual return | 17.44% | 18.89%-1.5pp | 29.42%-12.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $691 | $2,369-70.8% | $3,023-77.1% | $2,756-74.9% |
| Participant deferral / active EE | $2,992 | $4,120-27.4% | $5,054-40.8% | $4,299-30.4% |
| Admin fee / account holder | $26,992 | $8,053+235.2% | $9,455+185.5% | $6,940+288.9% |