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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 | $115,088 | $123,793-7.0% | $177,848-35.3% | $79,856+44.1% |
| Participation rate | 59.1% | 84.7%-25.6pp | 87.7%-28.6pp | 69.6%-10.5pp |
| Annual return | 16.12% | 22.82%-6.7pp | 48.33%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $510 | $4,095-87.5% | $5,919-91.4% | $2,471-79.3% |
| Participant deferral / active EE | $5,104 | $5,956-14.3% | $7,714-33.8% | $3,741+36.4% |
| Admin fee / account holder | $7,949 | $7,243+9.8% | $12,431-36.1% | $5,306+49.8% |