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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 | $157,568 | $167,415-5.9% | $140,514+12.1% | $198,609-20.7% |
| Participation rate | 68.4% | 80.9%-12.5pp | 77.8%-9.4pp | 82.4%-14.0pp |
| Annual return | 15.91% | 13.85%+2.1pp | 14.36%+1.6pp | 202.70%-186.8pp |
| Employer contribution / active EE | $822 | $4,088-79.9% | $3,378-75.7% | $5,055-83.7% |
| Participant deferral / active EE | $3,426 | $5,579-38.6% | $4,919-30.3% | $6,977-50.9% |
| Admin fee / account holder | $8,661 | $16,730-48.2% | $13,697-36.8% | $19,030-54.5% |