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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 | $178,522 | $102,429+74.3% | $147,096+21.4% | $80,925+120.6% |
| Participation rate | 64.7% | 75.9%-11.2pp | 82.2%-17.5pp | 67.7%-3.0pp |
| Annual return | 12.46% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $667 | $3,716-82.0% | $4,936-86.5% | $2,756-75.8% |
| Participant deferral / active EE | $5,623 | $6,649-15.4% | $8,071-30.3% | $4,299+30.8% |
| Admin fee / account holder | $22,911 | $7,957+187.9% | $13,005+76.2% | $6,940+230.1% |