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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 | $159,578 | $98,766+61.6% | $149,730+6.6% | $79,852+99.8% |
| Participation rate | 53.4% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.2pp |
| Annual return | 18.66% | 27.43%-8.8pp | 276.70%-258.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $363 | $3,217-88.7% | $4,645-92.2% | $2,471-85.3% |
| Participant deferral / active EE | $2,414 | $5,681-57.5% | $6,843-64.7% | $3,740-35.5% |
| Admin fee / account holder | $11,375 | $6,052+88.0% | $9,310+22.2% | $5,306+114.4% |