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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 | $134,124 | $77,896+72.2% | $134,1720% | $82,448+62.7% |
| Participation rate | 26.8% | 62.8%-36.0pp | 72.5%-45.7pp | 68.1%-41.3pp |
| Annual return | 23.95% | 18.21%+5.7pp | 25.30%-1.3pp | 41.64%-17.7pp |
| Employer contribution / active EE | $430 | $2,159-80.1% | $3,420-87.4% | $2,551-83.1% |
| Participant deferral / active EE | $2,227 | $3,162-29.6% | $4,690-52.5% | $4,139-46.2% |
| Admin fee / account holder | $33,166 | $6,336+423.4% | $12,016+176.0% | $7,234+358.4% |