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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 | $128,869 | $87,060+48.0% | $105,591+22.0% | $80,911+59.3% |
| Participation rate | 28.9% | 70.4%-41.6pp | 75.3%-46.4pp | 67.6%-38.8pp |
| Annual return | 13.51% | 17.05%-3.5pp | 116.43%-102.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $186 | $2,396-92.2% | $3,166-94.1% | $2,756-93.3% |
| Participant deferral / active EE | $1,887 | $3,986-52.7% | $5,008-62.3% | $4,297-56.1% |
| Admin fee / account holder | $13,303 | $8,442+57.6% | $11,024+20.7% | $6,935+91.8% |