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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 | $142,124 | $181,896-21.9% | $156,551-9.2% | $273,972-48.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 8.44% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,289 | $6,248-79.4% | $5,501-76.6% | $4,869-73.5% |
| Participant deferral / active EE | $7,053 | $5,550+27.1% | $4,871+44.8% | $5,287+33.4% |
| Admin fee / account holder | $1,372 | $15,560-91.2% | $13,028-89.5% | $10,133-86.5% |