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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 | $240,844 | $101,752+136.7% | $164,928+46.0% | $80,911+197.7% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 14.09% | 16.73%-2.6pp | 70.08%-56.0pp | 35.63%-21.5pp |
| Employer contribution / active EE | $689 | $2,953-76.7% | $4,343-84.1% | $2,756-75.0% |
| Participant deferral / active EE | $8,552 | $4,477+91.0% | $6,034+41.7% | $4,297+99.0% |
| Admin fee / account holder | $1,527 | $8,218-81.4% | $12,684-88.0% | $6,935-78.0% |