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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 | $168,093 | $81,331+106.7% | $155,534+8.1% | $80,935+107.7% |
| Participation rate | 37.8% | 66.3%-28.4pp | 78.2%-40.4pp | 67.7%-29.8pp |
| Annual return | 12.52% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $188 | $3,105-94.0% | $4,675-96.0% | $2,757-93.2% |
| Participant deferral / active EE | $2,522 | $3,454-27.0% | $5,630-55.2% | $4,299-41.3% |
| Admin fee / account holder | $2,117 | $7,999-73.5% | $15,900-86.7% | $6,924-69.4% |