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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 | $180,499 | $115,931+55.7% | $185,441-2.7% | $86,983+107.5% |
| Participation rate | 63.3% | 73.6%-10.3pp | 80.3%-16.9pp | 69.5%-6.2pp |
| Annual return | 13.65% | 21.47%-7.8pp | 20.16%-6.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $594 | $2,937-79.8% | $4,672-87.3% | $2,584-77.0% |
| Participant deferral / active EE | $4,355 | $4,551-4.3% | $6,152-29.2% | $4,194+3.8% |
| Admin fee / account holder | $373 | $10,687-96.5% | $17,890-97.9% | $7,856-95.3% |