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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 | $188,598 | $98,766+91.0% | $149,730+26.0% | $79,852+136.2% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.5%-20.7pp | 69.6%-7.9pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $522 | $3,217-83.8% | $4,645-88.8% | $2,471-78.9% |
| Participant deferral / active EE | $5,806 | $5,681+2.2% | $6,843-15.1% | $3,740+55.2% |
| Admin fee / account holder | $2,642 | $6,052-56.3% | $9,310-71.6% | $5,306-50.2% |