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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 | $182,461 | $78,690+131.9% | $161,489+13.0% | $87,485+108.6% |
| Participation rate | 56.2% | 67.5%-11.3pp | 78.7%-22.5pp | 68.9%-12.8pp |
| Annual return | 16.43% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $169 | $2,588-93.5% | $4,268-96.0% | $2,596-93.5% |
| Participant deferral / active EE | $3,488 | $3,311+5.4% | $5,630-38.0% | $4,274-18.4% |
| Admin fee / account holder | $5,650 | $6,724-16.0% | $16,006-64.7% | $7,775-27.3% |