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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 | $180,254 | $86,940+107.3% | $102,434+76.0% | $80,935+122.7% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.2pp | 67.7%-16.3pp |
| Annual return | 14.74% | 18.89%-4.2pp | 29.46%-14.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $420 | $2,370-82.3% | $3,023-86.1% | $2,757-84.8% |
| Participant deferral / active EE | $3,928 | $4,121-4.7% | $5,055-22.3% | $4,299-8.6% |
| Admin fee / account holder | $13,949 | $8,047+73.3% | $9,462+47.4% | $6,924+101.4% |