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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 | $140,173 | $96,731+44.9% | $123,973+13.1% | $86,983+61.1% |
| Participation rate | 53.6% | 70.0%-16.4pp | 76.7%-23.0pp | 69.5%-15.9pp |
| Annual return | 14.48% | 17.33%-2.8pp | 388.13%-373.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $552 | $3,297-83.2% | $4,126-86.6% | $2,584-78.6% |
| Participant deferral / active EE | $3,238 | $4,152-22.0% | $5,247-38.3% | $4,194-22.8% |
| Admin fee / account holder | $9,836 | $8,722+12.8% | $11,799-16.6% | $7,856+25.2% |