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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 | $131,414 | $97,550+34.7% | $120,344+9.2% | $87,485+50.2% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 14.82% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $359 | $2,291-84.3% | $3,020-88.1% | $2,596-86.2% |
| Participant deferral / active EE | $2,454 | $4,230-42.0% | $5,135-52.2% | $4,274-42.6% |
| Admin fee / account holder | $51,612 | $9,543+440.9% | $12,742+305.1% | $7,775+563.8% |