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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 | $208,692 | $126,661+64.8% | $113,397+84.0% | $138,895+50.3% |
| Participation rate | 47.8% | 79.4%-31.6pp | 76.5%-28.7pp | 79.9%-32.1pp |
| Annual return | 12.27% | 25.05%-12.8pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $607 | $3,456-82.4% | $2,977-79.6% | $4,194-85.5% |
| Participant deferral / active EE | $2,716 | $5,693-52.3% | $5,076-46.5% | $6,396-57.5% |
| Admin fee / account holder | $3,739 | $14,549-74.3% | $11,957-68.7% | $12,562-70.2% |