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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 | $212,295 | $93,617+126.8% | $135,982+56.1% | $75,177+182.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 18.14% | 30.89%-12.8pp | 68.32%-50.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $362 | $3,538-89.8% | $4,859-92.6% | $2,671-86.5% |
| Participant deferral / active EE | $9,528 | $6,406+48.7% | $7,760+22.8% | $4,126+130.9% |
| Admin fee / account holder | $314 | $6,980-95.5% | $10,767-97.1% | $5,651-94.4% |