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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 | $145,431-3.1% | $211,142-33.2% | $87,485+61.1% |
| Participation rate | 62.2% | 84.7%-22.6pp | 87.3%-25.1pp | 68.9%-6.8pp |
| Annual return | 13.75% | 27.21%-13.5pp | 46.84%-33.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $612 | $4,662-86.9% | $6,442-90.5% | $2,596-76.4% |
| Participant deferral / active EE | $5,778 | $6,859-15.8% | $9,284-37.8% | $4,274+35.2% |
| Admin fee / account holder | $1,457 | $17,052-91.5% | $19,076-92.4% | $7,775-81.3% |