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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 | $143,969-2.1% | $199,883-29.5% | $82,637+70.6% |
| Participation rate | 62.2% | 84.1%-22.0pp | 86.8%-24.6pp | 68.1%-5.9pp |
| Annual return | 13.75% | 25.67%-11.9pp | 43.81%-30.1pp | 53.51%-39.8pp |
| Employer contribution / active EE | $612 | $4,632-86.8% | $6,261-90.2% | $2,552-76.0% |
| Participant deferral / active EE | $5,778 | $6,937-16.7% | $9,138-36.8% | $4,126+40.0% |
| Admin fee / account holder | $1,457 | $14,597-90.0% | $17,268-91.6% | $7,339-80.1% |