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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 | $180,825 | $88,137+105.2% | $164,975+9.6% | $74,429+142.9% |
| Participation rate | 34.3% | 73.1%-38.8pp | 78.6%-44.3pp | 67.2%-32.9pp |
| Annual return | 16.07% | 17.13%-1.1pp | 70.12%-54.1pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $217 | $2,597-91.7% | $4,343-95.0% | $2,625-91.7% |
| Participant deferral / active EE | $2,526 | $4,501-43.9% | $6,033-58.1% | $4,348-41.9% |
| Admin fee / account holder | $12,057 | $2,231+440.3% | $12,688-5.0% | $1,944+520.1% |