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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 | $165,042 | $87,106+89.5% | $105,607+56.3% | $80,935+103.9% |
| Participation rate | 58.1% | 70.4%-12.3pp | 75.3%-17.1pp | 67.7%-9.5pp |
| Annual return | 13.78% | 17.01%-3.2pp | 116.11%-102.3pp | 35.66%-21.9pp |
| Employer contribution / active EE | $482 | $2,396-79.9% | $3,167-84.8% | $2,757-82.5% |
| Participant deferral / active EE | $2,901 | $3,986-27.2% | $5,011-42.1% | $4,299-32.5% |
| Admin fee / account holder | $12,960 | $8,447+53.4% | $10,958+18.3% | $6,924+87.2% |