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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 | $142,456 | $86,949+63.8% | $102,460+39.0% | $80,959+76.0% |
| Participation rate | 31.0% | 72.4%-41.3pp | 76.5%-45.5pp | 67.7%-36.6pp |
| Annual return | 18.44% | 18.89%-0.5pp | 29.47%-11.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $246 | $2,370-89.6% | $3,025-91.9% | $2,757-91.1% |
| Participant deferral / active EE | $2,383 | $4,121-42.2% | $5,056-52.9% | $4,300-44.6% |
| Admin fee / account holder | $73,318 | $8,048+811.1% | $9,460+675.0% | $6,925+958.7% |