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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 | $213,840 | $135,956+57.3% | $123,894+72.6% | $273,972-21.9% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 8.01% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $645 | $5,170-87.5% | $4,617-86.0% | $4,869-86.7% |
| Participant deferral / active EE | $3,040 | $6,343-52.1% | $5,984-49.2% | $5,287-42.5% |
| Admin fee / account holder | $17,711 | $9,817+80.4% | $8,357+111.9% | $10,133+74.8% |