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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 | $216,078 | $136,860+57.9% | $120,344+79.6% | $154,746+39.6% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 14.33% | 21.38%-7.0pp | 20.30%-6.0pp | 172.34%-158.0pp |
| Employer contribution / active EE | $334 | $3,533-90.5% | $3,020-88.9% | $4,379-92.4% |
| Participant deferral / active EE | $2,724 | $5,793-53.0% | $5,135-46.9% | $6,730-59.5% |
| Admin fee / account holder | $930 | $15,393-94.0% | $12,742-92.7% | $14,365-93.5% |