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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 | $179,976 | $88,996+102.2% | $78,004+130.7% | $138,895+29.6% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.4%-13.2pp | 79.9%-23.7pp |
| Annual return | 12.58% | 28.03%-15.5pp | 31.07%-18.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $28 | $2,917-99.1% | $2,469-98.9% | $4,194-99.3% |
| Participant deferral / active EE | $3,452 | $4,724-26.9% | $4,092-15.6% | $6,396-46.0% |
| Admin fee / account holder | $6,742 | $8,807-23.4% | $7,578-11.0% | $12,562-46.3% |