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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 | $180,059 | $93,345+92.9% | $119,126+51.1% | $87,485+105.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 15.87% | 19.08%-3.2pp | 282.11%-266.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $382 | $3,172-88.0% | $4,034-90.5% | $2,596-85.3% |
| Participant deferral / active EE | $3,177 | $4,099-22.5% | $5,318-40.3% | $4,274-25.7% |
| Admin fee / account holder | $7,725 | $8,039-3.9% | $10,693-27.8% | $7,775-0.6% |