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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 | $209,787 | $115,225+82.1% | $100,712+108.3% | $138,895+51.0% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 10.43% | 40.35%-29.9pp | 33.27%-22.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $203 | $2,771-92.7% | $2,313-91.2% | $4,194-95.2% |
| Participant deferral / active EE | $3,067 | $4,699-34.7% | $4,085-24.9% | $6,396-52.0% |
| Admin fee / account holder | $2,922 | $10,844-73.0% | $9,256-68.4% | $12,562-76.7% |