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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 | $140,651 | $149,446-5.9% | $256,809-45.2% | $94,015+49.6% |
| Participation rate | 58.2% | 85.3%-27.1pp | 88.5%-30.3pp | 70.8%-12.6pp |
| Annual return | 30.10% | 17.55%+12.6pp | 32.73%-2.6pp | 17.84%+12.3pp |
| Employer contribution / active EE | $1,056 | $4,596-77.0% | $7,263-85.5% | $2,790-62.2% |
| Participant deferral / active EE | $3,642 | $6,491-43.9% | $9,520-61.7% | $4,249-14.3% |
| Admin fee / account holder | $4,726 | $24,035-80.3% | $25,146-81.2% | $8,951-47.2% |