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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 | $156,412 | $123,478+26.7% | $216,567-27.8% | $94,015+66.4% |
| Participation rate | 52.5% | 75.1%-22.6pp | 81.6%-29.1pp | 70.8%-18.3pp |
| Annual return | 13.79% | 23.61%-9.8pp | 12.94%+0.8pp | 17.84%-4.0pp |
| Employer contribution / active EE | $127 | $3,136-96.0% | $5,216-97.6% | $2,790-95.5% |
| Participant deferral / active EE | $4,574 | $4,556+0.4% | $6,191-26.1% | $4,249+7.6% |
| Admin fee / account holder | $14,429 | $12,753+13.1% | $21,981-34.4% | $8,951+61.2% |