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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 | $154,975 | $106,749+45.2% | $145,433+6.6% | $82,448+88.0% |
| Participation rate | 45.2% | 75.6%-30.5pp | 82.1%-37.0pp | 68.1%-22.9pp |
| Annual return | 15.51% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $135 | $3,444-96.1% | $4,554-97.0% | $2,551-94.7% |
| Participant deferral / active EE | $5,066 | $6,519-22.3% | $7,897-35.9% | $4,139+22.4% |
| Admin fee / account holder | $3,785 | $8,390-54.9% | $13,129-71.2% | $7,234-47.7% |