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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 | $188,834 | $78,027+142.0% | $178,528+5.8% | $80,925+133.3% |
| Participation rate | 35.7% | 65.7%-30.0pp | 77.1%-41.4pp | 67.7%-31.9pp |
| Annual return | 22.92% | 18.09%+4.8pp | 27.11%-4.2pp | 35.65%-12.7pp |
| Employer contribution / active EE | $433 | $2,281-81.0% | $3,950-89.0% | $2,756-84.3% |
| Participant deferral / active EE | $2,325 | $4,408-47.2% | $6,278-63.0% | $4,299-45.9% |
| Admin fee / account holder | $27,507 | $7,168+283.8% | $10,419+164.0% | $6,940+296.3% |