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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 | $74,535+97.8% | $100,712+46.4% | $82,637+78.4% |
| Participation rate | 26.9% | 61.2%-34.3pp | 69.3%-42.4pp | 68.1%-41.1pp |
| Annual return | 16.87% | 18.92%-2.1pp | 33.27%-16.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $265 | $1,503-82.3% | $2,313-88.5% | $2,552-89.6% |
| Participant deferral / active EE | $2,118 | $3,074-31.1% | $4,085-48.1% | $4,126-48.7% |
| Admin fee / account holder | $59,726 | $6,576+808.3% | $9,256+545.3% | $7,339+713.8% |