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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 | $163,176 | $87,106+87.3% | $105,607+54.5% | $80,935+101.6% |
| Participation rate | 45.6% | 70.4%-24.9pp | 75.3%-29.7pp | 67.7%-22.1pp |
| Annual return | 10.83% | 17.01%-6.2pp | 116.11%-105.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $379 | $2,396-84.2% | $3,167-88.0% | $2,757-86.3% |
| Participant deferral / active EE | $2,443 | $3,986-38.7% | $5,011-51.2% | $4,299-43.2% |
| Admin fee / account holder | $4,654 | $8,447-44.9% | $10,958-57.5% | $6,924-32.8% |