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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 | $222,462 | $91,559+143.0% | $133,978+66.0% | $79,856+178.6% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.1pp |
| Annual return | 16.70% | 61.85%-45.2pp | 45.10%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $189 | $2,384-92.1% | $3,919-95.2% | $2,471-92.4% |
| Participant deferral / active EE | $2,593 | $3,734-30.6% | $5,047-48.6% | $3,741-30.7% |
| Admin fee / account holder | $9,311 | $6,321+47.3% | $8,930+4.3% | $5,306+75.5% |