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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 | $136,851 | $71,197+92.2% | $93,669+46.1% | $80,925+69.1% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 17.13% | 11.27%+5.9pp | 133.59%-116.5pp | 35.65%-18.5pp |
| Employer contribution / active EE | $176 | $1,565-88.8% | $2,424-92.8% | $2,756-93.6% |
| Participant deferral / active EE | $1,757 | $4,036-56.5% | $4,416-60.2% | $4,299-59.1% |
| Admin fee / account holder | $10,453 | $6,959+50.2% | $8,291+26.1% | $6,940+50.6% |