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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 | $122,287 | $77,962+56.9% | $178,540-31.5% | $80,935+51.1% |
| Participation rate | 52.6% | 65.7%-13.0pp | 77.1%-24.5pp | 67.7%-15.0pp |
| Annual return | 12.00% | 18.10%-6.1pp | 27.15%-15.1pp | 35.66%-23.7pp |
| Employer contribution / active EE | $177 | $2,280-92.2% | $3,953-95.5% | $2,757-93.6% |
| Participant deferral / active EE | $1,768 | $4,404-59.9% | $6,281-71.9% | $4,299-58.9% |
| Admin fee / account holder | $10,857 | $7,156+51.7% | $10,424+4.2% | $6,924+56.8% |