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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 | $234,931 | $81,504+188.2% | $102,437+129.3% | $80,959+190.2% |
| Participation rate | 32.3% | 66.9%-34.6pp | 74.5%-42.3pp | 67.7%-35.4pp |
| Annual return | 23.43% | 25.60%-2.2pp | 24.95%-1.5pp | 35.67%-12.2pp |
| Employer contribution / active EE | $484 | $3,104-84.4% | $3,871-87.5% | $2,757-82.4% |
| Participant deferral / active EE | $2,790 | $3,871-27.9% | $5,060-44.9% | $4,300-35.1% |
| Admin fee / account holder | $4,448 | $6,719-33.8% | $8,388-47.0% | $6,925-35.8% |