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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 | $177,973 | $152,612+16.6% | $125,192+42.2% | $152,897+16.4% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.5%-40.8pp |
| Annual return | 21.50% | 54.85%-33.3pp | 43.79%-22.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $629 | $4,947-87.3% | $3,866-83.7% | $4,764-86.8% |
| Participant deferral / active EE | $3,323 | $5,868-43.4% | $4,937-32.7% | $5,851-43.2% |
| Admin fee / account holder | $25,537 | $13,437+90.1% | $9,704+163.2% | $11,599+120.2% |