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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 | $211,515 | $81,504+159.5% | $102,437+106.5% | $80,959+161.3% |
| Participation rate | 17.1% | 66.9%-49.8pp | 74.5%-57.4pp | 67.7%-50.6pp |
| Annual return | 17.04% | 25.60%-8.6pp | 24.95%-7.9pp | 35.67%-18.6pp |
| Employer contribution / active EE | $406 | $3,104-86.9% | $3,871-89.5% | $2,757-85.3% |
| Participant deferral / active EE | $1,807 | $3,871-53.3% | $5,060-64.3% | $4,300-58.0% |
| Admin fee / account holder | $1,691 | $6,719-74.8% | $8,388-79.8% | $6,925-75.6% |