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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 | $147,331 | $52,507+180.6% | $129,406+13.9% | $74,478+97.8% |
| Participation rate | 30.7% | 53.9%-23.2pp | 69.6%-38.9pp | 67.2%-36.5pp |
| Annual return | 20.88% | 15.64%+5.2pp | 9468.18%-9447.3pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $176 | $1,534-88.5% | $4,155-95.8% | $2,626-93.3% |
| Participant deferral / active EE | $1,832 | $2,801-34.6% | $4,167-56.0% | $4,350-57.9% |
| Admin fee / account holder | $6,327 | $2,639+139.8% | $7,689-17.7% | $1,946+225.2% |