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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 | $144,575 | $65,395+121.1% | $182,540-20.8% | $72,975+98.1% |
| Participation rate | 58.5% | 65.4%-7.0pp | 78.0%-19.5pp | 69.5%-11.0pp |
| Annual return | 25.29% | 27.68%-2.4pp | 148.58%-123.3pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,851 | $3,563+36.2% | $5,525-12.2% | $3,608+34.5% |
| Admin fee / account holder | $1,480 | $4,245-65.1% | $8,593-82.8% | $5,124-71.1% |