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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 | $220,674 | $83,369+164.7% | $105,223+109.7% | $67,986+224.6% |
| Participation rate | 22.3% | 56.3%-34.0pp | 75.0%-52.8pp | 57.2%-34.9pp |
| Annual return | 16.44% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $425 | $2,541-83.3% | $3,689-88.5% | $2,019-79.0% |
| Participant deferral / active EE | $1,703 | $3,295-48.3% | $5,072-66.4% | $3,358-49.3% |
| Admin fee / account holder | $4,642 | $4,073+14.0% | $8,859-47.6% | $3,203+44.9% |