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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 | $218,035 | $162,967+33.8% | $135,792+60.6% | $138,895+57.0% |
| Participation rate | 26.3% | 78.3%-52.0pp | 72.6%-46.3pp | 79.9%-53.6pp |
| Annual return | 18.56% | 30.08%-11.5pp | 25.96%-7.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $448 | $4,211-89.4% | $3,496-87.2% | $4,194-89.3% |
| Participant deferral / active EE | $3,706 | $5,640-34.3% | $4,759-22.1% | $6,396-42.1% |
| Admin fee / account holder | $2,347 | $15,306-84.7% | $12,266-80.9% | $12,562-81.3% |