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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 | $133,033 | $177,595-25.1% | $148,496-10.4% | $198,609-33.0% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 12.58% | 9.97%+2.6pp | 12.33%+0.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $439 | $4,098-89.3% | $3,497-87.4% | $5,055-91.3% |
| Participant deferral / active EE | $2,205 | $5,539-60.2% | $4,808-54.1% | $6,977-68.4% |
| Admin fee / account holder | $16,142 | $27,010-40.2% | $19,547-17.4% | $19,030-15.2% |