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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 | $192,711 | $135,956+41.7% | $123,894+55.5% | $273,972-29.7% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | 4.41% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $675 | $5,170-86.9% | $4,617-85.4% | $4,869-86.1% |
| Participant deferral / active EE | $5,333 | $6,343-15.9% | $5,984-10.9% | $5,287+0.9% |
| Admin fee / account holder | $3,025 | $9,817-69.2% | $8,357-63.8% | $10,133-70.2% |