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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 | $146,665 | $86,922+68.7% | $102,438+43.2% | $80,874+81.3% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.1pp |
| Annual return | 14.70% | 18.90%-4.2pp | 29.37%-14.7pp | 35.62%-20.9pp |
| Employer contribution / active EE | $560 | $2,369-76.4% | $3,024-81.5% | $2,756-79.7% |
| Participant deferral / active EE | $2,706 | $4,119-34.3% | $5,054-46.5% | $4,297-37.0% |
| Admin fee / account holder | $9,493 | $8,050+17.9% | $9,448+0.5% | $6,935+36.9% |