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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 | $143,969-0.6% | $199,883-28.4% | $82,637+73.2% |
| Participation rate | 60.4% | 84.1%-23.8pp | 86.8%-26.4pp | 68.1%-7.7pp |
| Annual return | 15.03% | 25.67%-10.6pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $570 | $4,632-87.7% | $6,261-90.9% | $2,552-77.7% |
| Participant deferral / active EE | $5,771 | $6,937-16.8% | $9,138-36.8% | $4,126+39.9% |
| Admin fee / account holder | $17,820 | $14,597+22.1% | $17,268+3.2% | $7,339+142.8% |