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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 | $145,656 | $83,898+73.6% | $133,346+9.2% | $94,015+54.9% |
| Participation rate | 27.5% | 63.4%-35.9pp | 72.8%-45.3pp | 70.8%-43.3pp |
| Annual return | 14.45% | 16.00%-1.5pp | 36.85%-22.4pp | 17.84%-3.4pp |
| Employer contribution / active EE | $178 | $1,821-90.2% | $2,853-93.8% | $2,790-93.6% |
| Participant deferral / active EE | $2,046 | $3,245-36.9% | $4,332-52.8% | $4,249-51.8% |
| Admin fee / account holder | $27,625 | $7,809+253.8% | $14,264+93.7% | $8,951+208.6% |