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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 | $189,952 | $115,931+63.8% | $185,441+2.4% | $86,983+118.4% |
| Participation rate | 52.2% | 73.6%-21.5pp | 80.3%-28.1pp | 69.5%-17.4pp |
| Annual return | 14.33% | 21.47%-7.1pp | 20.16%-5.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $411 | $2,937-86.0% | $4,672-91.2% | $2,584-84.1% |
| Participant deferral / active EE | $6,431 | $4,551+41.3% | $6,152+4.5% | $4,194+53.3% |
| Admin fee / account holder | $6,597 | $10,687-38.3% | $17,890-63.1% | $7,856-16.0% |