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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 | $219,349 | $98,776+122.1% | $149,745+46.5% | $79,856+174.7% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.6%-7.9pp |
| Annual return | 14.89% | 27.38%-12.5pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $174 | $3,217-94.6% | $4,646-96.3% | $2,471-93.0% |
| Participant deferral / active EE | $5,886 | $5,681+3.6% | $6,843-14.0% | $3,741+57.3% |
| Admin fee / account holder | $6,760 | $6,053+11.7% | $9,312-27.4% | $5,306+27.4% |