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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 | $139,737 | $83,045+68.3% | $130,045+7.5% | $71,511+95.4% |
| Participation rate | 46.2% | 74.1%-28.0pp | 78.5%-32.3pp | 67.9%-21.8pp |
| Annual return | 18.38% | 20.61%-2.2pp | -137.30%+155.7pp | 28.86%-10.5pp |
| Employer contribution / active EE | $564 | $2,623-78.5% | $4,321-87.0% | $2,589-78.2% |
| Participant deferral / active EE | $5,864 | $4,436+32.2% | $5,820+0.8% | $4,291+36.7% |
| Admin fee / account holder | $6,727 | $1,727+289.5% | $10,600-36.5% | $1,588+323.5% |