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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 | $244,661 | $124,330+96.8% | $109,173+124.1% | $167,536+46.0% |
| Participation rate | 14.3% | 79.5%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 23.20% | 26.04%-2.8pp | 25.75%-2.6pp | 478.82%-455.6pp |
| Employer contribution / active EE | $441 | $4,209-89.5% | $3,723-88.1% | $4,839-90.9% |
| Participant deferral / active EE | $3,571 | $5,256-32.1% | $4,654-23.3% | $6,342-43.7% |
| Admin fee / account holder | $2,531 | $7,974-68.3% | $6,755-62.5% | $12,315-79.4% |