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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 | $134,041 | $67,411+98.8% | $91,004+47.3% | $70,126+91.1% |
| Participation rate | 43.9% | 71.4%-27.5pp | 75.6%-31.7pp | 69.5%-25.6pp |
| Annual return | 15.90% | -40.16%+56.1pp | 4.60%+11.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $332 | $1,786-81.4% | $2,456-86.5% | $2,343-85.8% |
| Participant deferral / active EE | $1,830 | $2,823-35.2% | $3,548-48.4% | $3,332-45.1% |
| Admin fee / account holder | $19,514 | $4,236+360.6% | $5,417+260.2% | $4,645+320.1% |