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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 | $99,875+55.2% | $146,866+5.5% | $86,983+78.2% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.5%-37.3pp | 69.5%-24.4pp |
| Annual return | 15.51% | 28.10%-12.6pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $135 | $3,224-95.8% | $4,425-96.9% | $2,584-94.8% |
| Participant deferral / active EE | $5,066 | $6,322-19.9% | $7,759-34.7% | $4,194+20.8% |
| Admin fee / account holder | $3,785 | $7,838-51.7% | $13,620-72.2% | $7,856-51.8% |