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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 | $124,980+18.9% | $108,359+37.1% | $154,746-4.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 13.43% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $244 | $2,851-91.4% | $2,399-89.8% | $4,379-94.4% |
| Participant deferral / active EE | $5,530 | $4,743+16.6% | $4,137+33.7% | $6,730-17.8% |
| Admin fee / account holder | $2,844 | $11,502-75.3% | $9,741-70.8% | $14,365-80.2% |