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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 | $136,821 | $59,006+131.9% | $97,197+40.8% | $74,429+83.8% |
| Participation rate | 53.1% | 63.7%-10.6pp | 72.7%-19.6pp | 67.2%-14.1pp |
| Annual return | 15.85% | 16.04%-0.2pp | 75.47%-59.6pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $333 | $1,894-82.4% | $2,723-87.8% | $2,625-87.3% |
| Participant deferral / active EE | $3,442 | $3,671-6.2% | $4,263-19.3% | $4,348-20.8% |
| Admin fee / account holder | $4,891 | $1,974+147.7% | $5,637-13.2% | $1,944+151.5% |