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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 | $145,992 | $71,197+105.1% | $93,669+55.9% | $80,925+80.4% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.3pp | 67.7%-35.2pp |
| Annual return | 14.30% | 11.27%+3.0pp | 133.59%-119.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $170 | $1,565-89.1% | $2,424-93.0% | $2,756-93.8% |
| Participant deferral / active EE | $2,240 | $4,036-44.5% | $4,416-49.3% | $4,299-47.9% |
| Admin fee / account holder | $58,003 | $6,959+733.5% | $8,291+599.6% | $6,940+735.8% |