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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 | $144,256 | $85,060+69.6% | $70,548+104.5% | $139,456+3.4% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 17.25% | 30.38%-13.1pp | 32.78%-15.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $297 | $3,911-92.4% | $2,975-90.0% | $4,753-93.8% |
| Participant deferral / active EE | $1,351 | $5,890-77.1% | $4,567-70.4% | $6,711-79.9% |
| Admin fee / account holder | $1,864 | $8,925-79.1% | $6,424-71.0% | $11,407-83.7% |