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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 | $154,764 | $87,106+77.7% | $105,607+46.5% | $80,935+91.2% |
| Participation rate | 55.4% | 70.4%-15.0pp | 75.3%-19.8pp | 67.7%-12.2pp |
| Annual return | 12.15% | 17.01%-4.9pp | 116.11%-104.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $246 | $2,396-89.7% | $3,167-92.2% | $2,757-91.1% |
| Participant deferral / active EE | $3,693 | $3,986-7.4% | $5,011-26.3% | $4,299-14.1% |
| Admin fee / account holder | $12,872 | $8,447+52.4% | $10,958+17.5% | $6,924+85.9% |