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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 | $137,093 | $101,950+34.5% | $125,529+9.2% | $86,983+57.6% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 69.5%-14.0pp |
| Annual return | 20.39% | 18.29%+2.1pp | 202.56%-182.2pp | 25.83%-5.4pp |
| Employer contribution / active EE | $564 | $2,358-76.1% | $3,058-81.6% | $2,584-78.2% |
| Participant deferral / active EE | $5,589 | $3,862+44.7% | $4,813+16.1% | $4,194+33.3% |
| Admin fee / account holder | $46,745 | $12,791+265.5% | $16,298+186.8% | $7,856+495.0% |