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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 | $149,702 | $114,712+30.5% | $173,730-13.8% | $87,485+71.1% |
| Participation rate | 46.2% | 73.0%-26.8pp | 79.6%-33.4pp | 68.9%-22.8pp |
| Annual return | 16.52% | 20.18%-3.7pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $570 | $2,904-80.4% | $4,577-87.5% | $2,596-78.0% |
| Participant deferral / active EE | $5,133 | $4,642+10.6% | $6,326-18.9% | $4,274+20.1% |
| Admin fee / account holder | $30,954 | $10,210+203.2% | $17,523+76.6% | $7,775+298.1% |