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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 | $130,540 | $70,684+84.7% | $169,390-22.9% | $75,173+73.7% |
| Participation rate | 38.2% | 64.8%-26.6pp | 77.2%-38.9pp | 67.2%-29.0pp |
| Annual return | 24.93% | 36.38%-11.5pp | 406.07%-381.1pp | 160.72%-135.8pp |
| Employer contribution / active EE | $270 | $2,211-87.8% | $4,013-93.3% | $2,671-89.9% |
| Participant deferral / active EE | $1,776 | $4,310-58.8% | $6,222-71.5% | $4,126-57.0% |
| Admin fee / account holder | $36,598 | $5,404+577.2% | $9,015+306.0% | $5,651+547.7% |