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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 | $233,723 | $96,731+141.6% | $123,973+88.5% | $86,983+168.7% |
| Participation rate | 48.5% | 70.0%-21.6pp | 76.7%-28.2pp | 69.5%-21.1pp |
| Annual return | 12.83% | 17.33%-4.5pp | 388.13%-375.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $501 | $3,297-84.8% | $4,126-87.9% | $2,584-80.6% |
| Participant deferral / active EE | $2,003 | $4,152-51.8% | $5,247-61.8% | $4,194-52.2% |
| Admin fee / account holder | $4,844 | $8,722-44.5% | $11,799-58.9% | $7,856-38.3% |