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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 | $86,949+68.7% | $102,460+43.1% | $80,959+81.2% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 14.70% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $560 | $2,370-76.4% | $3,025-81.5% | $2,757-79.7% |
| Participant deferral / active EE | $2,706 | $4,121-34.3% | $5,056-46.5% | $4,300-37.1% |
| Admin fee / account holder | $9,493 | $8,048+18.0% | $9,460+0.4% | $6,925+37.1% |