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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 | $135,228 | $108,825+24.3% | $156,181-13.4% | $82,448+64.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 13.57% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $395 | $2,870-86.2% | $4,294-90.8% | $2,551-84.5% |
| Participant deferral / active EE | $4,554 | $4,577-0.5% | $6,132-25.7% | $4,139+10.0% |
| Admin fee / account holder | $7,471 | $9,341-20.0% | $14,586-48.8% | $7,234+3.3% |