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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 | $167,955 | $78,015+115.3% | $178,505-5.9% | $80,959+107.5% |
| Participation rate | 36.6% | 65.7%-29.1pp | 77.1%-40.5pp | 67.7%-31.1pp |
| Annual return | 17.22% | 18.10%-0.9pp | 27.16%-9.9pp | 35.67%-18.5pp |
| Employer contribution / active EE | $392 | $2,281-82.8% | $3,955-90.1% | $2,757-85.8% |
| Participant deferral / active EE | $2,874 | $4,406-34.8% | $6,280-54.2% | $4,300-33.2% |
| Admin fee / account holder | $17,698 | $7,160+147.2% | $10,428+69.7% | $6,925+155.5% |