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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 | $182,107 | $97,648+86.5% | $121,663+49.7% | $87,485+108.2% |
| Participation rate | 61.5% | 70.5%-8.9pp | 74.5%-13.0pp | 68.9%-7.4pp |
| Annual return | 21.99% | 18.03%+4.0pp | 147.54%-125.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $654 | $2,300-71.6% | $3,020-78.3% | $2,596-74.8% |
| Participant deferral / active EE | $4,577 | $3,923+16.7% | $4,887-6.3% | $4,274+7.1% |
| Admin fee / account holder | $4,629 | $11,100-58.3% | $14,289-67.6% | $7,775-40.5% |