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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 | $91,120+44.4% | $161,149-18.3% | $64,097+105.3% |
| Participation rate | 35.3% | 62.2%-26.9pp | 78.8%-43.5pp | 55.2%-19.9pp |
| Annual return | 14.95% | 17.95%-3.0pp | 21.16%-6.2pp | 34.64%-19.7pp |
| Employer contribution / active EE | $434 | $2,284-81.0% | $4,360-90.0% | $1,891-77.1% |
| Participant deferral / active EE | $2,678 | $3,708-27.8% | $6,153-56.5% | $3,080-13.0% |
| Admin fee / account holder | $22,109 | $4,535+387.5% | $15,194+45.5% | $3,454+540.0% |