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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 | $141,505 | $85,060+66.4% | $70,565+100.5% | $139,487+1.4% |
| Participation rate | 52.6% | 73.9%-21.3pp | 68.4%-15.7pp | 80.3%-27.7pp |
| Annual return | 14.69% | 30.39%-15.7pp | 32.79%-18.1pp | 373.84%-359.1pp |
| Employer contribution / active EE | $364 | $3,912-90.7% | $2,976-87.8% | $4,755-92.4% |
| Participant deferral / active EE | $3,637 | $5,891-38.3% | $4,568-20.4% | $6,713-45.8% |
| Admin fee / account holder | $49,939 | $8,932+459.1% | $6,430+676.7% | $11,407+337.8% |