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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 | $147,432 | $73,787+99.8% | $98,716+49.3% | $82,448+78.8% |
| Participation rate | 26.9% | 61.4%-34.5pp | 69.3%-42.4pp | 68.1%-41.1pp |
| Annual return | 16.87% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $265 | $1,511-82.4% | $2,279-88.4% | $2,551-89.6% |
| Participant deferral / active EE | $2,118 | $3,081-31.3% | $4,048-47.7% | $4,139-48.8% |
| Admin fee / account holder | $59,726 | $6,500+818.8% | $8,703+586.3% | $7,234+725.6% |