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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 | $161,898 | $78,423+106.4% | $95,964+68.7% | $79,856+102.7% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.6pp | 69.6%-28.2pp |
| Annual return | 15.27% | 19.37%-4.1pp | 91.64%-76.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $437 | $1,945-77.6% | $2,541-82.8% | $2,471-82.3% |
| Participant deferral / active EE | $4,601 | $3,440+33.7% | $4,167+10.4% | $3,741+23.0% |
| Admin fee / account holder | $3,209 | $5,622-42.9% | $6,797-52.8% | $5,306-39.5% |