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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 | $96,488 | $91,179+5.8% | $178,499-45.9% | $79,852+20.8% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.5pp | 69.6%-8.2pp |
| Annual return | 18.72% | 24.19%-5.5pp | 151.10%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $137 | $3,256-95.8% | $5,011-97.3% | $2,471-94.5% |
| Participant deferral / active EE | $11,530 | $3,236+256.3% | $5,202+121.6% | $3,740+208.3% |
| Admin fee / account holder | $4,494 | $6,749-33.4% | $13,986-67.9% | $5,306-15.3% |