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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 | $177,283 | $96,731+83.3% | $123,973+43.0% | $86,983+103.8% |
| Participation rate | 56.0% | 70.0%-14.0pp | 76.7%-20.7pp | 69.5%-13.5pp |
| Annual return | 11.75% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $505 | $3,297-84.7% | $4,126-87.8% | $2,584-80.5% |
| Participant deferral / active EE | $5,407 | $4,152+30.2% | $5,247+3.0% | $4,194+28.9% |
| Admin fee / account holder | $40,218 | $8,722+361.1% | $11,799+240.9% | $7,856+411.9% |