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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 | $148,555 | $112,729+31.8% | $98,716+50.5% | $137,256+8.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 13.43% | 38.48%-25.0pp | 31.81%-18.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $244 | $2,725-91.0% | $2,279-89.3% | $4,156-94.1% |
| Participant deferral / active EE | $5,530 | $4,640+19.2% | $4,048+36.6% | $6,407-13.7% |
| Admin fee / account holder | $2,844 | $10,129-71.9% | $8,703-67.3% | $12,270-76.8% |