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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 | $78,025 | $51,222+52.3% | $70,544+10.6% | $75,173+3.8% |
| Participation rate | 26.7% | 61.0%-34.3pp | 68.4%-41.7pp | 67.2%-40.5pp |
| Annual return | 14.15% | 30.06%-15.9pp | 32.79%-18.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $127 | $1,827-93.1% | $2,976-95.7% | $2,671-95.3% |
| Participant deferral / active EE | $1,265 | $2,850-55.6% | $4,568-72.3% | $4,126-69.3% |
| Admin fee / account holder | $51,903 | $4,096+1167.3% | $6,427+707.6% | $5,651+818.6% |