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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 | $140,959 | $149,446-5.7% | $256,809-45.1% | $94,015+49.9% |
| Participation rate | 62.2% | 85.3%-23.1pp | 88.5%-26.4pp | 70.8%-8.7pp |
| Annual return | 13.75% | 17.55%-3.8pp | 32.73%-19.0pp | 17.84%-4.1pp |
| Employer contribution / active EE | $612 | $4,596-86.7% | $7,263-91.6% | $2,790-78.1% |
| Participant deferral / active EE | $5,778 | $6,491-11.0% | $9,520-39.3% | $4,249+36.0% |
| Admin fee / account holder | $1,457 | $24,035-93.9% | $25,146-94.2% | $8,951-83.7% |