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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 | $219,565 | $100,194+119.1% | $122,979+78.5% | $86,983+152.4% |
| Participation rate | 54.2% | 73.0%-18.8pp | 77.2%-23.0pp | 69.5%-15.4pp |
| Annual return | 11.35% | 16.47%-5.1pp | 20.12%-8.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $335 | $2,326-85.6% | $3,062-89.1% | $2,584-87.0% |
| Participant deferral / active EE | $3,908 | $4,133-5.5% | $5,003-21.9% | $4,194-6.8% |
| Admin fee / account holder | $13,599 | $10,148+34.0% | $12,864+5.7% | $7,856+73.1% |