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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 | $131,602 | $95,904+37.2% | $173,730-24.2% | $64,340+104.5% |
| Participation rate | 35.3% | 60.6%-25.3pp | 79.6%-44.3pp | 55.2%-20.0pp |
| Annual return | 14.95% | 17.47%-2.5pp | 19.96%-5.0pp | 24.14%-9.2pp |
| Employer contribution / active EE | $434 | $2,323-81.3% | $4,577-90.5% | $1,862-76.7% |
| Participant deferral / active EE | $2,678 | $3,488-23.2% | $6,326-57.7% | $2,980-10.1% |
| Admin fee / account holder | $22,109 | $5,089+334.5% | $17,523+26.2% | $3,703+497.1% |