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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 | $195,230 | $83,898+132.7% | $133,346+46.4% | $94,015+107.7% |
| Participation rate | 36.8% | 63.4%-26.5pp | 72.8%-36.0pp | 70.8%-34.0pp |
| Annual return | 18.22% | 16.00%+2.2pp | 36.85%-18.6pp | 17.84%+0.4pp |
| Employer contribution / active EE | $247 | $1,821-86.4% | $2,853-91.3% | $2,790-91.1% |
| Participant deferral / active EE | $1,491 | $3,245-54.1% | $4,332-65.6% | $4,249-64.9% |
| Admin fee / account holder | $5,067 | $7,809-35.1% | $14,264-64.5% | $8,951-43.4% |