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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 | $186,111 | $95,404+95.1% | $113,397+64.1% | $82,637+125.2% |
| Participation rate | 54.8% | 72.8%-18.1pp | 76.5%-21.7pp | 68.1%-13.3pp |
| Annual return | 13.18% | 19.08%-5.9pp | 23.20%-10.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $156 | $2,307-93.3% | $2,977-94.8% | $2,552-93.9% |
| Participant deferral / active EE | $2,084 | $4,220-50.6% | $5,076-58.9% | $4,126-49.5% |
| Admin fee / account holder | $28,038 | $9,168+205.8% | $11,957+134.5% | $7,339+282.1% |