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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 | $142,184 | $102,422+38.8% | $147,117-3.4% | $80,959+75.6% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 23.31% | 135.16%-111.8pp | 420.54%-397.2pp | 35.67%-12.4pp |
| Employer contribution / active EE | $802 | $3,717-78.4% | $4,932-83.8% | $2,757-70.9% |
| Participant deferral / active EE | $4,286 | $6,652-35.6% | $8,065-46.9% | $4,300-0.3% |
| Admin fee / account holder | $10,776 | $7,953+35.5% | $12,993-17.1% | $6,925+55.6% |