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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 | $235,215 | $57,073+312.1% | $85,126+176.3% | $80,925+190.7% |
| Participation rate | 3.0% | 56.4%-53.4pp | 67.5%-64.5pp | 67.7%-64.6pp |
| Annual return | 20.50% | 21.69%-1.2pp | 66.63%-46.1pp | 35.65%-15.2pp |
| Employer contribution / active EE | $232 | $1,801-87.1% | $2,731-91.5% | $2,756-91.6% |
| Participant deferral / active EE | $924 | $3,113-70.3% | $4,523-79.6% | $4,299-78.5% |
| Admin fee / account holder | $1,599 | $4,988-67.9% | $6,160-74.0% | $6,940-77.0% |