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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 | $158,575 | $94,436+67.9% | $115,599+37.2% | $82,637+91.9% |
| Participation rate | 56.4% | 70.4%-14.0pp | 74.3%-17.9pp | 68.1%-11.7pp |
| Annual return | 12.96% | 18.37%-5.4pp | 111.10%-98.1pp | 53.51%-40.5pp |
| Employer contribution / active EE | $314 | $2,324-86.5% | $2,955-89.4% | $2,552-87.7% |
| Participant deferral / active EE | $2,452 | $3,955-38.0% | $4,889-49.8% | $4,126-40.6% |
| Admin fee / account holder | $10,882 | $10,328+5.4% | $12,841-15.3% | $7,339+48.3% |