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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 | $52,450+180.9% | $129,384+13.9% | $74,459+97.9% |
| Participation rate | 30.7% | 53.8%-23.1pp | 69.6%-38.9pp | 67.2%-36.5pp |
| Annual return | 20.88% | 15.65%+5.2pp | 9461.77%-9440.9pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $176 | $1,532-88.5% | $4,153-95.8% | $2,626-93.3% |
| Participant deferral / active EE | $1,832 | $2,797-34.5% | $4,166-56.0% | $4,350-57.9% |
| Admin fee / account holder | $6,327 | $2,636+140.0% | $7,686-17.7% | $1,945+225.3% |