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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 | $143,107 | $145,431-1.6% | $211,142-32.2% | $87,485+63.6% |
| Participation rate | 60.4% | 84.7%-24.4pp | 87.3%-26.9pp | 68.9%-8.6pp |
| Annual return | 15.03% | 27.21%-12.2pp | 46.84%-31.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $570 | $4,662-87.8% | $6,442-91.2% | $2,596-78.0% |
| Participant deferral / active EE | $5,771 | $6,859-15.9% | $9,284-37.8% | $4,274+35.0% |
| Admin fee / account holder | $17,820 | $17,052+4.5% | $19,076-6.6% | $7,775+129.2% |