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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 | $174,639 | $102,393+70.6% | $147,041+18.8% | $80,911+115.8% |
| Participation rate | 27.8% | 75.9%-48.1pp | 82.2%-54.4pp | 67.6%-39.9pp |
| Annual return | 12.62% | 134.95%-122.3pp | 419.21%-406.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $668 | $3,715-82.0% | $4,935-86.5% | $2,756-75.8% |
| Participant deferral / active EE | $2,636 | $6,647-60.3% | $8,071-67.3% | $4,297-38.7% |
| Admin fee / account holder | $756 | $7,943-90.5% | $13,006-94.2% | $6,935-89.1% |