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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 | $127,720 | $78,423+62.9% | $95,964+33.1% | $79,856+59.9% |
| Participation rate | 58.6% | 73.5%-14.9pp | 77.1%-18.5pp | 69.6%-11.0pp |
| Annual return | 14.03% | 19.37%-5.3pp | 91.64%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $352 | $1,945-81.9% | $2,541-86.1% | $2,471-85.7% |
| Participant deferral / active EE | $2,856 | $3,440-17.0% | $4,167-31.4% | $3,741-23.6% |
| Admin fee / account holder | $9,456 | $5,622+68.2% | $6,797+39.1% | $5,306+78.2% |