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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 | $212,486 | $102,429+107.4% | $147,096+44.5% | $80,925+162.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 17.38% | 135.02%-117.6pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $330 | $3,716-91.1% | $4,936-93.3% | $2,756-88.0% |
| Participant deferral / active EE | $6,834 | $6,649+2.8% | $8,071-15.3% | $4,299+59.0% |
| Admin fee / account holder | $19,025 | $7,957+139.1% | $13,005+46.3% | $6,940+174.1% |