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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 | $161,465 | $80,985+99.4% | $96,576+67.2% | $75,181+114.8% |
| Participation rate | 55.2% | 71.8%-16.6pp | 76.0%-20.8pp | 67.2%-12.0pp |
| Annual return | 21.94% | 27.05%-5.1pp | 25.87%-3.9pp | 160.69%-138.7pp |
| Employer contribution / active EE | $497 | $2,282-78.2% | $2,965-83.2% | $2,671-81.4% |
| Participant deferral / active EE | $2,859 | $3,929-27.2% | $4,851-41.1% | $4,126-30.7% |
| Admin fee / account holder | $62,872 | $6,719+835.8% | $8,253+661.8% | $5,650+1012.8% |