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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 | $173,025 | $86,938+99.0% | $102,423+68.9% | $80,925+113.8% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 14.09% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $347 | $2,369-85.4% | $3,023-88.5% | $2,756-87.4% |
| Participant deferral / active EE | $3,466 | $4,120-15.9% | $5,054-31.4% | $4,299-19.4% |
| Admin fee / account holder | $3,681 | $8,053-54.3% | $9,455-61.1% | $6,940-47.0% |