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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 | $175,978 | $123,478+42.5% | $216,567-18.7% | $94,015+87.2% |
| Participation rate | 68.3% | 75.1%-6.8pp | 81.6%-13.4pp | 70.8%-2.5pp |
| Annual return | 14.14% | 23.61%-9.5pp | 12.94%+1.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $148 | $3,136-95.3% | $5,216-97.2% | $2,790-94.7% |
| Participant deferral / active EE | $6,806 | $4,556+49.4% | $6,191+9.9% | $4,249+60.2% |
| Admin fee / account holder | $3,806 | $12,753-70.2% | $21,981-82.7% | $8,951-57.5% |