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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 | $159,924 | $102,422+56.1% | $147,117+8.7% | $80,959+97.5% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.7%-6.8pp |
| Annual return | 23.29% | 135.16%-111.9pp | 420.54%-397.3pp | 35.67%-12.4pp |
| Employer contribution / active EE | $597 | $3,717-83.9% | $4,932-87.9% | $2,757-78.4% |
| Participant deferral / active EE | $5,968 | $6,652-10.3% | $8,065-26.0% | $4,300+38.8% |
| Admin fee / account holder | $2,399 | $7,953-69.8% | $12,993-81.5% | $6,925-65.4% |