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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 | $154,459 | $83,045+86.0% | $130,045+18.8% | $71,511+116.0% |
| Participation rate | 39.3% | 74.1%-34.9pp | 78.5%-39.2pp | 67.9%-28.7pp |
| Annual return | 21.08% | 20.61%+0.5pp | -137.30%+158.4pp | 28.86%-7.8pp |
| Employer contribution / active EE | $198 | $2,623-92.5% | $4,321-95.4% | $2,589-92.4% |
| Participant deferral / active EE | $2,485 | $4,436-44.0% | $5,820-57.3% | $4,291-42.1% |
| Admin fee / account holder | $2,576 | $1,727+49.2% | $10,600-75.7% | $1,588+62.2% |