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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 | $213,249 | $67,606+215.4% | $82,313+159.1% | $70,124+204.1% |
| Participation rate | 28.3% | 72.8%-44.5pp | 76.9%-48.6pp | 69.5%-41.3pp |
| Annual return | 24.28% | 21.57%+2.7pp | 25.88%-1.6pp | 73.14%-48.9pp |
| Employer contribution / active EE | $300 | $1,755-82.9% | $2,428-87.7% | $2,342-87.2% |
| Participant deferral / active EE | $1,722 | $2,987-42.4% | $3,706-53.5% | $3,332-48.3% |
| Admin fee / account holder | $5,942 | $4,512+31.7% | $5,608+6.0% | $4,645+27.9% |