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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 | $170,974 | $87,059+96.4% | $105,608+61.9% | $80,925+111.3% |
| Participation rate | 53.7% | 70.4%-16.7pp | 75.3%-21.6pp | 67.7%-14.0pp |
| Annual return | 12.32% | 17.05%-4.7pp | 116.50%-104.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $330 | $2,396-86.2% | $3,167-89.6% | $2,756-88.0% |
| Participant deferral / active EE | $2,628 | $3,986-34.1% | $5,010-47.5% | $4,299-38.9% |
| Admin fee / account holder | $3,231 | $8,443-61.7% | $11,028-70.7% | $6,940-53.4% |