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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 | $191,546 | $81,504+135.0% | $102,437+87.0% | $80,959+136.6% |
| Participation rate | 47.1% | 66.9%-19.8pp | 74.5%-27.4pp | 67.7%-20.6pp |
| Annual return | 15.64% | 25.60%-10.0pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $620 | $3,104-80.0% | $3,871-84.0% | $2,757-77.5% |
| Participant deferral / active EE | $3,994 | $3,871+3.2% | $5,060-21.1% | $4,300-7.1% |
| Admin fee / account holder | $453 | $6,719-93.3% | $8,388-94.6% | $6,925-93.5% |