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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 | $144,024 | $83,045+73.4% | $130,045+10.8% | $71,511+101.4% |
| Participation rate | 42.6% | 74.1%-31.5pp | 78.5%-35.9pp | 67.9%-25.4pp |
| Annual return | 14.53% | 20.61%-6.1pp | -137.30%+151.8pp | 28.86%-14.3pp |
| Employer contribution / active EE | $545 | $2,623-79.2% | $4,321-87.4% | $2,589-78.9% |
| Participant deferral / active EE | $2,754 | $4,436-37.9% | $5,820-52.7% | $4,291-35.8% |
| Admin fee / account holder | $10,213 | $1,727+491.4% | $10,600-3.7% | $1,588+542.9% |