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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 | $141,466 | $146,267-3.3% | $197,124-28.2% | $82,448+71.6% |
| Participation rate | 68.8% | 84.0%-15.2pp | 86.7%-17.9pp | 68.1%+0.7pp |
| Annual return | 14.39% | 29.61%-15.2pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $918 | $4,723-80.6% | $6,227-85.3% | $2,551-64.0% |
| Participant deferral / active EE | $10,107 | $7,035+43.7% | $9,135+10.6% | $4,139+144.2% |
| Admin fee / account holder | $853 | $14,422-94.1% | $16,298-94.8% | $7,234-88.2% |