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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 | $147,938 | $104,251+41.9% | $91,004+62.6% | $147,585+0.2% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.6%-35.6pp | 82.8%-42.8pp |
| Annual return | 14.06% | 27.06%-13.0pp | 4.60%+9.5pp | 578.58%-564.5pp |
| Employer contribution / active EE | $262 | $3,116-91.6% | $2,456-89.3% | $4,876-94.6% |
| Participant deferral / active EE | $3,442 | $4,195-18.0% | $3,548-3.0% | $5,439-36.7% |
| Admin fee / account holder | $54,791 | $8,948+512.3% | $5,417+911.4% | $10,886+403.3% |