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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 | $197,301 | $110,337+78.8% | $102,383+92.7% | $145,877+35.3% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 13.69% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $788 | $4,216-81.3% | $3,870-79.6% | $4,663-83.1% |
| Participant deferral / active EE | $2,656 | $5,621-52.7% | $5,060-47.5% | $6,691-60.3% |
| Admin fee / account holder | $2,169 | $9,750-77.8% | $8,391-74.2% | $13,402-83.8% |