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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 | $156,514 | $101,618+54.0% | $93,063+68.2% | $137,256+14.0% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 15.73% | 223.95%-208.2pp | 34.15%-18.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $195 | $2,707-92.8% | $2,476-92.1% | $4,156-95.3% |
| Participant deferral / active EE | $879 | $4,279-79.5% | $3,958-77.8% | $6,407-86.3% |
| Admin fee / account holder | $177,935 | $6,198+2770.6% | $6,033+2849.3% | $12,270+1350.1% |