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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 | $91,760+43.4% | $156,181-15.7% | $67,986+93.6% |
| Participation rate | 35.3% | 65.0%-29.7pp | 78.8%-43.5pp | 57.2%-21.9pp |
| Annual return | 14.95% | 18.14%-3.2pp | 64.87%-49.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $434 | $2,419-82.1% | $4,294-89.9% | $2,019-78.5% |
| Participant deferral / active EE | $2,678 | $3,960-32.4% | $6,132-56.3% | $3,358-20.2% |
| Admin fee / account holder | $22,109 | $3,949+459.9% | $14,586+51.6% | $3,203+590.2% |