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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 | $143,280 | $57,073+151.0% | $85,126+68.3% | $80,925+77.1% |
| Participation rate | 6.3% | 56.4%-50.1pp | 67.5%-61.3pp | 67.7%-61.4pp |
| Annual return | 12.49% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $223 | $1,801-87.6% | $2,731-91.8% | $2,756-91.9% |
| Participant deferral / active EE | $1,204 | $3,113-61.3% | $4,523-73.4% | $4,299-72.0% |
| Admin fee / account holder | $2,219 | $4,988-55.5% | $6,160-64.0% | $6,940-68.0% |