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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 | $136,147 | $95,453+42.6% | $112,040+21.5% | $82,448+65.1% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.5%-15.5pp | 68.1%-7.1pp |
| Annual return | 13.00% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $635 | $2,318-72.6% | $2,954-78.5% | $2,551-75.1% |
| Participant deferral / active EE | $2,657 | $4,224-37.1% | $5,098-47.9% | $4,139-35.8% |
| Admin fee / account holder | $42,006 | $9,013+366.0% | $12,098+247.2% | $7,234+480.6% |