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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 | $148,591 | $118,467+25.4% | $98,450+50.9% | $139,456+6.6% |
| Participation rate | 43.5% | 77.5%-34.0pp | 75.2%-31.7pp | 80.3%-36.8pp |
| Annual return | 14.14% | 18.95%-4.8pp | 21.16%-7.0pp | 373.45%-359.3pp |
| Employer contribution / active EE | $606 | $3,611-83.2% | $3,049-80.1% | $4,753-87.2% |
| Participant deferral / active EE | $2,030 | $5,393-62.4% | $4,739-57.2% | $6,711-69.8% |
| Admin fee / account holder | $71,294 | $14,057+407.2% | $8,961+695.6% | $11,407+525.0% |