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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 | $190,654 | $254,759-25.2% | $216,567-12.0% | $198,609-4.0% |
| Participation rate | 62.5% | 84.5%-22.0pp | 81.6%-19.1pp | 82.4%-19.9pp |
| Annual return | 19.43% | 10.04%+9.4pp | 12.94%+6.5pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,370 | $6,096-77.5% | $5,216-73.7% | $5,055-72.9% |
| Participant deferral / active EE | $3,153 | $6,948-54.6% | $6,191-49.1% | $6,977-54.8% |
| Admin fee / account holder | $14,752 | $26,311-43.9% | $21,981-32.9% | $19,030-22.5% |