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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 | $138,486 | $87,166+58.9% | $76,735+80.5% | $137,256+0.9% |
| Participation rate | 63.2% | 74.4%-11.2pp | 69.5%-6.3pp | 80.0%-16.8pp |
| Annual return | 15.50% | 26.50%-11.0pp | 29.77%-14.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $486 | $2,904-83.3% | $2,454-80.2% | $4,156-88.3% |
| Participant deferral / active EE | $4,273 | $4,726-9.6% | $4,088+4.5% | $6,407-33.3% |
| Admin fee / account holder | $17,301 | $8,403+105.9% | $7,189+140.6% | $12,270+41.0% |