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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 | $145,669 | $139,421+4.5% | $239,577-39.2% | $116,462+25.1% |
| Participation rate | 44.2% | 75.0%-30.8pp | 82.1%-37.9pp | 74.7%-30.5pp |
| Annual return | 15.47% | 15.58%-0.1pp | -0.70%+16.2pp | 15.65%-0.2pp |
| Employer contribution / active EE | $970 | $4,487-78.4% | $7,232-86.6% | $3,231-70.0% |
| Participant deferral / active EE | $3,235 | $4,296-24.7% | $5,676-43.0% | $3,836-15.7% |
| Admin fee / account holder | $14,234 | $21,515-33.8% | $19,315-26.3% | $12,754+11.6% |