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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 | $175,643 | $145,431+20.8% | $211,142-16.8% | $87,485+100.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 87.3%-23.7pp | 68.9%-5.3pp |
| Annual return | 14.71% | 27.21%-12.5pp | 46.84%-32.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,401 | $4,662-70.0% | $6,442-78.3% | $2,596-46.0% |
| Participant deferral / active EE | $5,234 | $6,859-23.7% | $9,284-43.6% | $4,274+22.5% |
| Admin fee / account holder | $25,469 | $17,052+49.4% | $19,076+33.5% | $7,775+227.6% |