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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 | $191,513 | $96,731+98.0% | $123,973+54.5% | $86,983+120.2% |
| Participation rate | 19.1% | 70.0%-50.9pp | 76.7%-57.5pp | 69.5%-50.4pp |
| Annual return | 15.66% | 17.33%-1.7pp | 388.13%-372.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $651 | $3,297-80.3% | $4,126-84.2% | $2,584-74.8% |
| Participant deferral / active EE | $2,386 | $4,152-42.5% | $5,247-54.5% | $4,194-43.1% |
| Admin fee / account holder | $913 | $8,722-89.5% | $11,799-92.3% | $7,856-88.4% |