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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 | $182,025 | $65,395+178.3% | $182,540-0.3% | $72,975+149.4% |
| Participation rate | 48.6% | 65.4%-16.8pp | 78.0%-29.3pp | 69.5%-20.8pp |
| Annual return | 22.75% | 27.68%-4.9pp | 148.58%-125.8pp | 81.01%-58.3pp |
| Employer contribution / active EE | $272 | $1,911-85.8% | $4,076-93.3% | $2,440-88.9% |
| Participant deferral / active EE | $5,492 | $3,563+54.2% | $5,525-0.6% | $3,608+52.2% |
| Admin fee / account holder | $5,698 | $4,245+34.2% | $8,593-33.7% | $5,124+11.2% |