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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 | $155,955 | $72,177+116.1% | $115,038+35.6% | $59,633+161.5% |
| Participation rate | 45.9% | 72.6%-26.6pp | 81.4%-35.4pp | 68.7%-22.7pp |
| Annual return | 11.41% | 12.02%-0.6pp | 26.14%-14.7pp | 2041.45%-2030.0pp |
| Employer contribution / active EE | $369 | $2,841-87.0% | $4,608-92.0% | $2,203-83.3% |
| Participant deferral / active EE | $2,325 | $4,783-51.4% | $6,026-61.4% | $3,192-27.2% |
| Admin fee / account holder | $9,963 | $4,927+102.2% | $8,175+21.9% | $4,297+131.9% |